Relative value approach

Relative value approach. Partners Group’s “relative value” investment strategy is designed to identify the most attractive investment opportunities at a given point in time, based on an understanding of key return drivers and the market environment.

In private equity, Partners Group analyzes the various market segments (which are defined by different combinations of financing stage, geographic region and investment type) and systematically overweight those areas that we expect will offer superior value. A substantially similar value-driven investment management approach is applied to the private debt, private real estate and private infrastructure segments.

While the relative value approach offers the potential for superior risk-adjusted returns, it requires a broad array of skills and can only be successfully implemented with a large, global integrated team, a broad industry network and years of experience.

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For illustrative purposes H2 2009