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Partners Group Private Equity optimistic as net asset value ticks down

22nd Aug 2024 11:19

(Alliance News) - Partners Group Private Equity Ltd on Thursday announced a mildly lower net asset value per share, noting it achieved "substantial distributions."

The investment company managed by Partners Group Holding AG said net asset value per share was EUR14.38 at June 30, down 2.6% from EUR14.77 a year prior.

NAV total return improved to 4.1% in the first half of 2024, from 3.5% a year ago.

The company said it achieved "substantial distributions" totaling EUR103.7 million which it said reaffirmed the quality and strength of its portfolio. Of that, EUR70.2 million was made from the sale of its stake in SRS Distribution Inc, which was bought by Home Depot Inc in a deal worth about USD18.25 billion.

Integrating SRS is a residential speciality trade distribution company serving roofers, landscapers, and pool contractors.

Partners Group Private Equity said the dividend was 0.36 euro cents per share for the first half of 2024, down 2.7% from 0.37c a year prior.

Looking ahead, Chair Peter McKellar said: "Notwithstanding the continuing macroeconomic and geopolitical challenges, the broader mergers & acquisitions environment is improving gradually, with rising listed indices, greater lending availability, and the first interest rate reductions resulting in an increase in investment realization and new investment activity. Moreover, many of the corporate and business sentiment surveys are trending upwards. As we move through the remainder of 2024 and into 2025, the investment manager is more confident this increase in activity, sentiment and underlying earnings will translate into valuation uplifts and increased exits and new investments for the company."

The investment manager said: "while the Federal Reserve has not yet started cutting rates, the renewed competition with and amongst private credit lenders has driven financing spreads lower. Once this is complemented by Federal Reserve rate cuts later this year, the financing backdrop should

further improve."

Partners Group shares were flat at 897.00 pence each on Thursday morning in London.

By Tom Budszus, Alliance News slot editor

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Copyright 2024 Alliance News Ltd. All Rights Reserved.

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