For our recent investment companies webinar, Ewan Lovett-Turner, Head of Investment Companies Research, and Gavin Trodd, Associate, Investment Companies Research, discussed the key themes arising from the team’s research note, ‘Recommendations: Opportunities abound in listed PE’, highlighting the case for listed private equity and top picks in the sector.
The team reminded viewers that they have been positive on private equity for many years and listed six key points they consider appealing about this asset class:
1. Strong performance (net of fees) from high quality teams 2. Adding value through operational control 3. Increasing size of private versus public markets 4. Exit uplifts imply conservative valuations 5. Sector specialists, undertaking significant due diligence 6. High quality assets, focused on steady growth
The team highlighted how listed private equity is an attractive way to access the asset class, via London-listed shares, with no requirement for large minimum investments or long-lock ups. The listed private equity investment companies have experienced management teams with strong records and ready-made diversified portfolios. In addition, several trade on wide discounts with capital allocation policies as a potential catalyst for these to narrow.
They followed up by taking a deep dive into their top picks, including performance drivers and navigating discounts.
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For our recent investment companies webinar, Ewan Lovett-Turner, Head of Investment Companies Research, and Gavin Trodd, Associate, Investment Companies Research, discussed the key themes arising from the team’s research note, ‘Recommendations: Opportunities abound in listed PE’, highlighting the case for listed private equity and top picks in the sector.
The team reminded viewers that they have been positive on private equity for many years and listed six key points they consider appealing about this asset class:
1. Strong performance (net of fees) from high quality teams
2. Adding value through operational control
3. Increasing size of private versus public markets
4. Exit uplifts imply conservative valuations
5. Sector specialists, undertaking significant due diligence
6. High quality assets, focused on steady growth
The team highlighted how listed private equity is an attractive way to access the asset class, via London-listed shares, with no requirement for large minimum investments or long-lock ups. The listed private equity investment companies have experienced management teams with strong records and ready-made diversified portfolios. In addition, several trade on wide discounts with capital allocation policies as a potential catalyst for these to narrow.
They followed up by taking a deep dive into their top picks, including performance drivers and navigating discounts.
Please contact funds@dbnumis.com to access the webinar.
Find out more about our investment companies offering here: funds.numis.com.