Patria Private Equity Share Discussion Threads

[spangle93] 13/5/2024 07:56

Must be the name change - it was doing really well before that ;-)

The graph in the header looks so ugly

[dickiehh] 12/5/2024 12:44

Why the drop this week? Anyone any ideas?

[rambutan2] 01/5/2024 15:40

From today, new name but same team, but under a new manager, Patria

Alan Devine, the Company's Chair, said:

"As I mentioned at the Company's AGM in March, the Board has undertaken extensive due diligence in respect of the Transaction. We are delighted that the Transaction is not going to result in any changes to: (i) the Company's management and administration services; (ii) the Company's investment management process; or (iii) the personnel managing and servicing the Company.

The Company will now be known as Patria Private Equity Trust plc to align more closely to the Patria brand. This is an exciting period for the Company as we continue to rely upon the existing attributes of our Manager whilst also reaping the benefits of Patria's wider geographical reach and private equity experience thus enabling us to build upon the Company's growth and performance since its establishment in 2001.

The Board is excited for the next stage of the Company's journey, and what Patria's involvement will bring."

[rambutan2] 01/5/2024 15:30

The investment objective is to achieve long-term total returns through holding a diversified portfolio of private equity funds and direct investments into private companies alongside private equity managers (“co-investments”), a majority of which will have a European focus.

Previous abrdn Private Equity Opps (APEO) thread:


Previous previous Standard Life Private Equity (SLPE) thread:


Link to the Private Equity thread:


The sector and up-to-date stats:


Annual Report to 30/09/22:


Costs (from 21/12/22 KID):
- 1.13% of direct costs (including the Annual Management Charge of 0.95% of net assets)
- 5.12% of indirect costs incurred in the underlying portfolio. Comprise of carried interest of 3.44%, underlying management fees of 1.31% and other expenses of 0.37%.

Shareholders are invited to email any feedback or questions to the Board at [e-mail]