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237. Bull, Bear & Beyond – Patria Private Equity Trust in 60 seconds image

237. Bull, Bear & Beyond – Patria Private Equity Trust in 60 seconds

S1 E237 · Bull, Bear & Beyond by Edison Group
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Hear from Edison’s Milosz Papst on Patria Private Equity Trust, whose focus on the European private equity mid-market, specialist managers and broad portfolio diversification underpins its long-term investment proposition.

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About ‘Bull, Bear & Beyond’

Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.

About Edison:

Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients.

Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

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Transcript

Introduction to Patria Private Equity Trust's main attractions

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Speaker
Patria Private Equity Trust's recent Capital Markets Day was an opportunity to reiterate the Trust's main

Opportunities in the private equity mid-market

00:00:05
Speaker
attractions. First, its focus on the private equity mid-market and, increasingly, its lower end, which has historically outperformed large-cap funds and offers a vast opportunity set of primary buyouts, acquisitions from founders and families, more value creation opportunities, better exit options beyond IPOs, and often more limited use of leverage.
00:00:25
Speaker
Second, the

Targeting the European market: Why and how?

00:00:26
Speaker
Trust's emphasis on the European market, which is a fertile hunting ground given its fragmentation and complexity.

Strategic partnerships with European PE managers

00:00:32
Speaker
Third, the Trust's high-conviction approach based on long-term relationships with top European PE managers, which are increasingly becoming sector specialists, allowing it to pursue a blend of complementary strategies.

Portfolio diversification across sectors and geographies

00:00:44
Speaker
Finally, the high diversification of its portfolio of over 650 underlying private companies across sectors, geographies, stages of maturity and managers.