Edison Analyzes Partners Group Private Equity Performance

On September 12, 2025, Edison Investment Research Limited released a report concerning Partners Group Private Equity (PEY). The report highlights several significant transactions by PEY, including the sale of shares in Vishal Mega Mart and exits from PCI Pharma Services and Techem, with partial reinvestments. These activities suggest a potential rise in both realizations and investments in the upcoming quarters.

As part of its capital management strategy, PEY may increase share repurchases, coinciding with its consistent dividend payouts. However, the company's net asset value total return of -5.7% in the first half of 2025 was adversely impacted by the US dollar's depreciation. Notably, PEY has been recently added to the UK 250 index.