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Overview for PARTNERS GROUP

All Data per May 25, 2023

Industry:

Asset Management

Last Close:

824.40 CHF

Expected Dividend:

4.49 %

Payoffs per Year:

1
Business Summary

Partners Group Holding AG is a private equity firm specializing in direct, secondary, and primary investments across private equity, private real estate, private infrastructure, and private debt. The firm also makes fund of funds investments. It seeks to invest in distressed, special situations, later stage, mature, early venture, mid venture, late venture, industry consolidation, buyouts, recapitalizations, emerging growth, and seed capital. For direct private equity investments, the firm invests directly into healthcare, consumer, media & telecommunications, education, information technology, industrials, infrastructure/energy & utilities, financial and business services and real estate operating companies. For its private real estate direct investment practice, it focuses on seeking out properties globally. It also makes investments in private real estate secondaries and primaries and focuses on distressed assets in United States, Europe, and Japan. Under private debt, the firm provides senior debt financing, mezzanine financing, alongside secondaries and primaries, and also participates in add on acquisitions. It seeks to invest in middle market in Americas, Europe, and Asia. In energy infrastructure, the firm seeks to invest in the areas of midstream, power generation, gas transportation, gas export infrastructure, renewable energy including wind and solar energy. The firm seeks to invest globally with a focus on South Africa, China, India, Philippines, Austria, France, Germany, Switzerland, Russia, Brazil, and Chile. It seems to invest between €500,000 ($685,010) and €100 million ($137 million) in equity investment in companies with enterprise value between €100 million ($137 million) to €2 billion ($2740 million). The firm is a value-add investor targeting majority and minority stake in its investee companies. While investing in funds, it invests in venture capital, mezzanine, private equity, real estate, distressed, turnaround, and secondary funds. Partners Group Holding AG was founded in 1996 and is based in Baar, Switzerland with additional offices across North America, South America, Europe, Australia, and Asia.


Competitors View

Ordering

GLADSTONE INVESTMENT

USA
0.98 9.11%
10.33%
11.4% 13.98% 1.0 1.23
-24.41%
79.41 2.05% 60.21 1.0

INTERMEDIATE CAPITAL GROUP

GBR
1.0 3.7%
6.13%
22.22% 9.52% 0.5 1.28
-47.68%
122.77 54.4% 22.56 2.0

T. ROWE PRICE

USA
0.96 2.82%
4.58%
16.67% 5.56% 1.0 0.6
-45.77%
45.16 14.45% 83.2 3.0

PARTNERS GROUP

CHE
0.95 2.63%
4.49%
19.12% 5.83% 1.0 1.85
-46.0%
95.72 12.2% 52.8 4.0

DWS GROUP

GER
1.01 6.28%
7.27%
10.71% 9.33% 1.0 0.3
-14.43%
0.0 -5.46% 68.59 5.0

OXFORD LANE CAPITAL CORP.

USA
1.11 16.33%
17.58%
0.0% 14.96% -0.5 1.29
-77.43%
-275.04 2.26% 63.78 6.0

AMERIPRISE FINANCIAL

USA
0.98 2.34%
1.75%
10.16% 3.39% 1.0 1.93
-38.41%
16.1 10.45% 2.28 7.0

BLACKROCK

USA
0.97 2.44%
2.97%
12.84% 4.01% 1.0 1.93
-26.57%
59.44 0.0% 32.97 8.0

3I GROUP

GBR
1.2 2.18%
1.77%
12.63% 3.55% 1.0 6.65
-15.43%
68.63 -52.42% 88.68 9.0

DEUTSCHE BETEILIGUNGS

GER
1.02 3.49%
2.82%
6.93% 4.36% -0.5 0.26
-40.69%
164.36 14.9% 89.64 10.0

FRANKLIN RESOURCES

USA
0.98 3.3%
4.92%
3.54% 3.53% 1.0 -0.31
-57.37%
95.62 2.54% 49.27 11.0

SEI INVESTMENTS COMPANY

USA
1.0 1.14%
1.45%
7.86% 1.48% 1.0 0.59
-40.43%
18.88 0.77% 81.97 12.0

BANK OF NEW YORK MELLON

USA
0.96 1.92%
3.79%
8.82% 2.61% 1.0 0.32
-29.79%
7.64 0.0% 10.07 13.0

SCHRODERS

GBR
1.02 3.13%
4.71%
2.78% 3.24% 0.0 -0.22
-87.75%
40.16 13.1% 17.61 14.0

NORTHERN TRUST

USA
0.9 2.12%
4.28%
7.14% 2.67% 0.5 0.62
-30.06%
29.0 0.06% 7.26 15.0

HARGREAVES LANSDOWN

GBR
0.94 1.93%
5.14%
-4.4% 1.47% 0.5 -0.02
-58.66%
53.67 3.93% 53.29 16.0

INVESCO

USA
0.94 3.31%
5.43%
3.48% 3.53% 0.0 -0.32
-62.32%
42.12 -4.12% 53.24 17.0

FS KKR CAPITAL CORP

USA
0.97 11.42%
1.02%
-6.53% 7.95% -1.0 -0.31
-59.81%
58.65 11.48% 43.49 18.0

SEAGATE

USA
0.95 3.27%
4.09%
0.79% 3.1% 0.5 0.16
-35.39%
38.52 -6.32% 1.22 19.0

AFFILIATED MANAGERS GROUP

USA
0.97 0.03%
0.03%
-24.22% 0.01% 0.5 0.04
-60.93%
2.9 1.5% 52.26 20.0

CAPITAL SOUTHWEST CORPORATION

USA
0.97 3.1%
11.14%
60.42% 49.58% 0.5 -0.06
-63.39%
nan 0.0% 43.21 nan


Information for PARTNERS GROUP

Yield Triangle

Dividend & Close

Dividend Close Div.-Yield
Year
2023 37.00 824.40 4.49
2022 33.00 816.80 4.04
2021 27.50 1,512.50 1.82
2020 25.50 1,040.00 2.45
2019 22.00 887.40 2.48
2018 19.00 596.00 3.19
2017 15.00 668.00 2.25
2016 10.50 477.25 2.20
2015 8.50 361.25 2.35
2014 7.25 289.50 2.50
2013 6.25 237.90 2.63

Fundamentals

Chart