Manager Comment April 2019 – Listed Private Equity Fund

Listed Private Equity could cement the double-digit year-to-date performance. Alternative asset managers and business development companies were the best performers. The largest increase in value was achieved by holding company Investment AB Kinnevik, which published...

Manager Comment March 2019 – Listed Private Equity Fund

Partners Group Listed Investments SICAV – Listed Private Equity increased slightly in March and could cement the double-digit year-to-date performance. All sectors contributed to the positive development with alternative asset managers and business development...

Manager Comment February 2019 – Listed Private Equity Fund

Partners Group Listed Investments SICAV – Listed Private Equity recorded a further value gain in February. Most portfolio companies have published their results and were able to convince investors with stable underlying fundamentals. All sectors contributed...

Manager Comment January 2019 – Listed Private Equity Fund

The Listed Private Equity recorded a significant value increase at the beginning of the year and outperformed the broader equity market. All portfolio segments contributed positively to the monthly performance, whereby the alternative asset managers achieved the...

Manager Comment December 2018 – Listed Private Equity Fund

In December, the broader equity market decreased sharply and showed an increased volatility. Among others, the market was concerned about the government shutdown in the US as well as the global economy growth outlook. Likewise, Partners Group Listed Investments SICAV...

Manager Comment November 2018 – Listed Private Equity Fund

In November, the Listed Private Equity developed positively. The US Business Development Companies (BDCs) in particular made a positive contribution to the monthly performance and benefited from their floating-interest rate debt investments. The alternative asset...