Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Market watch - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, while we wait to see the consequences of the ceasefire in the Middle East, I take the opportunity to make a few comments on the current status of the investment trust sector, after what's been a very torrid six years since we produced the first episo...
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Patria Private Equity (PPET), previously known as Standard Life Private Equity and abrdn Private Equity Opportunities, celebrates its 25th anniversary as a listed company next month. Since its inception, its annualised NAV return is 10.9% versus 6.1% for the FTSE All-Share, while its annualised share price return has been 9.6%. PPET concentrates on European mid-market deals where entry valuations are between £100m and £1bn. It has nearly 700 underlying investments, working with many different private equity managers, but the majority of its holdings are with 17 core partners. Direct investment...
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