Partners Group

What are the key factors shaping our views on the evolving macroeconomic landscape and across various asset classes? Our latest paper, 'Building value in a brave new world’, outlines why we believe financial markets are adjusting to an uncertain world defined by macroeconomic volatility and what this fundamental shift means for private markets. Read the full paper for our insights: https://lnkd.in/etJHuMbm

We recently had the pleasure of hosting 150 delegates at our inaugural Private Wealth Middle East Forum, held at the Museum of the Future in Dubai. During the event, we shared our growth plans for the region, underlining our conviction that the Middle East is emerging as a significant driver of global private wealth growth. Our Co-Founder Urs Wietlisbach highlighted the importance of our investment approach in a world where the pace of change accelerates. Our other presenters were Roberto Cagnati, Head of Portfolio Solutions, and Christian Wicklein, Co-Head of Private Wealth. With our office in DIFC, and the support of 12 distribution partners in the UAE, we are leveraging over 25 years of experience to deliver private markets evergreen solutions to investors across the Middle East. #privatemarkets #privateequity #alternatives #wealthmanagement 

Secondaries provide numerous benefits for investors looking to enter or expand their allocation to the infrastructure asset class, providing a natural complement to direct investments. In this video, Marc Meier, Co-Head of Infrastructure Partnership Investments, talks us through the key advantages including diversification, efficient deployment into mature portfolios, a faster route to realizations, and early potential valuation uplift.   Read our research paper for more on infrastructure secondaries: https://lnkd.in/e5P34FHC

Partners Group has acquired a majority stake in BLUESEA Hotels, a leading hospitality platform in Spain, in partnership with Portobello Capital. Headquartered in Palma de Mallorca, BLUESEA specializes in three- to four-star hotels, with a portfolio of 25 hotels and over 5,000 rooms. The acquisition of BLUESEA underlines our intention to further increase our exposure to hospitality, a high conviction sector for us. Earlier this year, we acquired a strategic stake in Trinity Investments, a leading US-based hospitality-focused real estate investor, and have since made three investments with the firm, including in The Standard, London. Read the press release here: https://lnkd.in/eDqwbW6B #RealEstate #Hospitality

We are expanding our growth equity strategy, building on our long track record of investing in fast-growing companies. Our strategy focuses on high-growth industries, particularly in the technology and healthcare sectors, and leverages our thematic sourcing approach. Though we are better known as a buyout investor, we are not new to growth investing. We made our first growth investment in 2013 and have deployed around USD 2.5 billion in the strategy to-date. In the last year alone, we have made investments in France, Portugal, Australia, and the US, on behalf our clients. You can read the full press release here: https://lnkd.in/eE7A2srZ

“We made the investment in the first week of November, Chat GPT launched in the last week of November, and we saw this explosion both in public awareness as well as in the data center customer market,” Ed Diffendal, a Managing Director on our Infrastructure Americas team, recently told David Snow about Partners Group’s investment in EdgeCore Digital Infrastructure. Watch the Cool Vector Media podcast episode below.

At Partners Group, we are Built Differently to Build Differently. This extends to everything we do as a firm, including our approach to developing talent within our portfolio companies. Partners Group started the Private Markets Operator Development (PMOD) program in 2021 specifically for candidates seeking to become high-level leaders within our portfolio companies, providing a unique opportunity to gain exposure to senior leadership, including CEOs and board members. We measure the success of the program on business impact, not the number of members hired, meaning success is determined by financials, and customer and ESG impact. To support this impact, the program provides development and coaching support. While the program is small today, we are planning to scale it over the coming years. Our members are trailblazing an entrepreneurial path at many of our portfolio companies, such as Budderfly, KinderCare Learning Companies, EdgeCore Digital Infrastructure and AMMEGA – check out their reasons for joining the program here. If you are interested in private markets and developing a long-term career within the Partners Group portfolio, keep an eye out for PMOD job postings. We are currently recruiting for a role with Exus Renewables North America: https://lnkd.in/eCbh_mq7

Partners Group’s European Direct Lending Platform, acting on behalf of our clients, has arranged a record number of loans in Europe, with more than 24 loans made to different borrowers across the region in the last twelve months. The loans were all made as lead investor, with the majority as sole lender, and benefit from maintenance covenants offering enhanced lender security. The loans were largely to companies in Germany, France, the UK, and the Benelux region. In addition, our European Direct Lending Platform further extended its relationships this year, providing financing to more than ten new sponsors. Partners Group has now provided financing to over 160 sponsors globally since launching its private credit platform, reflecting our position as a leading solution provider.   Partners Group has been investing in European private credit since 2003, with a focus on senior direct lending since 2012. Partners Group's Private Credit business has a total of USD 31 billion in assets under management globally. #PrivateCredit

Why does the mid-market hold the most exciting opportunities in infrastructure secondaries? In this video, Marc Meier, Co-Head of Infrastructure Partnership Investments, and Melk Bucher, Ph.D., Infrastructure Partnership Investments, explain that the mid-market holds the largest opportunity set yet has the least competition amongst buyers, creating a significant pricing advantage. Marc and Melk also outline what skills firms need to be successful in this space. Read our research paper for more on infrastructure secondaries: https://lnkd.in/e5P34FHC

Our private wealth business was recognized at the Citywire Asia Asset Management Awards 2024 where Partners Group won Best Liquid Alternatives Manager for the second year in a row. These awards identify Asia’s top third-party providers of asset management products to private banks and wealth managers.   Partners Group has been catering to the private wealth segment for over 20 years and now has more than USD 45 billion across its open-ended evergreen programs, including five funds that are available in the Asian market. Earlier this year, we opened our office in Hong Kong, which represents our seventh office in the region.