Patria Private Equity Trust – equity proposition

Equity proposition

16 October 2024

Patria Private Equity Trust (PPET) invests in a diversified portfolio of private equity (PE) funds and direct investments into private companies (through co-investments and single-asset secondaries). It partners with around 10–15 leading PE managers and provides exposure to over 700 underlying portfolio companies. PE has established itself as an important asset class for investors as it provides access to actively managed, attractive companies not accessible through public markets.
 
PPET offers a quarterly dividend, which has grown in value every year since 2010, and the manager charges a flat management fee of 95bp with no performance fee on top, which is unlike most PE investment trusts.

Below we highlight four things investors need to know about PPET:
1. One of PPET’s core strengths is its long-term relationships with high-conviction general partners.
2. PPET offers quality exposure to the PE mid-market.
3. PPET’s portfolio has a high share of less cyclical sectors.
4. PPET has been growing its direct investments portfolio in recent years.

If you would like to learn more about Patria Private Equity Trust, please visit www.edisongroup.com.