Patria Private Equity Trust plc (PPET.L) Research

Patria Private Equity Trust plc functions as a private equity and buyouts investment vehicle. It employs a dual investment strategy, engaging in both direct stakes in companies and allocations to other private equity funds (a fund of funds approach). Its direct investment activities target mid-market buyouts and provide expansion capital. Key sectors for its direct investments include technology, healthcare, industrials, consumer discretionary, consumer staples, oil and gas services, financials, educational publishing, aero-engineering, and capital goods. Notably, its focus for these particular sectors extends to companies located outside of Europe. Through its fund-of-funds strategy, Patria allocates capital to other private equity funds that primarily concentrate on mid to large-scale buyouts. While specific direct sector investments may be outside Europe, the Trust generally prioritizes investments in companies headquartered within Europe. Its target enterprise value for underlying portfolio companies—whether direct or through fund investments—spans from EUR100 million (approximately $111.10 million) to EUR2 billion (approximately $2,881.60 million). The Trust typically aims to acquire a controlling (majority) interest in its portfolio companies.

Market snapshot

Symbol
PPET.L
Price
$608
Day change
-0.98%
Market cap
$889.2M
52-week range
524-640
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Capital Gearing Trust p.l.c (CGT.L)
  • Finsbury Growth & Income Trust PLC (FGT.L)
  • ICG Enterprise Trust PLC (ICGT.L)
  • Jupiter Fund Management Plc (JUP.L)
  • The Merchants Trust Plc (MRCH.L)
  • Murray Income Trust PLC (MUT.L)
  • Schroder Investment Trust - Schroder AsiaPacific Fund plc (SDP.L)
  • Temple Bar Investment Trust PLC (TMPL.L)

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