Entrepreneurial Governance: Luisa Delgado
Luisa Delgado serves on the board at several Partners Group portfolio companies, including as Lead Operating Director at Schleich and Operating Director at Breitling. In this video, Luisa explains that boards at public companies are removed from management teams and typically held to quarterly reporting cycles, leading to short-term strategic thinking. Meanwhile, the active hands-on governance model in private markets enables boards to create value in a long-term “systemic and scalable” way. Partners Group has an extensive network of experienced LODs and ODs, which own and drive entrepreneurial value creation initiatives across our portfolio.
Partners Group: atNorth Case Study
Our portfolio company atNorth operates data center infrastructure across the Nordics, with sites that leverage optimal climate conditions and renewable energy to run compute-intensive workloads for a large variety of customers. In this video, Esther Peiner, Managing Director, Private Infrastructure Europe, Ismail Afara, Member of Management, Private Infrastructure, and Eyjólfur Magnús Kristinsson, atNorth CEO, discuss why the Nordics are the best location to build data centres in Europe – if not the world – and how, together with the company’s management team, we are aiming to build the data centers of tomorrow.
Partners Group publishes 2022 Corporate Sustainability Report
Today, Partners Group published its Corporate Sustainability Report, which provides a detailed overview of our ESG performance at portfolio and corporate level in 2022.
Watch our ESG highlights from 2022 here.
Private Markets: The New Traditional Asset Class
Private markets are overtaking public markets in financing the real economy and this role reversal is set to fundamentally reshape the private markets industry, argues Steffen Meister, our Executive Chairman, in a White Paper.
Partners Group signs 13-year carbon dioxide removal agreement with Climeworks
Partners Group has signed a 13-year carbon dioxide removal agreement with Climeworks, a leading provider of high-quality carbon dioxide removal via direct air capture (DAC). Under the agreement, Climeworks will remove more than 7,000 metric tons of carbon dioxide from the atmosphere on Partners Group’s behalf, which will be permanently stored underground.
Bilge Ogut and Kim Nguyen at Partners Group's client AGM 2023
During our 2023 Annual General Meeting, Bilge Ogut, our Head of Private Equity Technology Industry Vertical, and Kim Nguyen, Partner, Private Equity Services, talked about how we take our portfolio companies through a digital transformation journey that give investments, such as Version1, a chance to have a bright future.
Watch the video for more insights.
Dave Layton at Partners Group's client AGM 2023
At our recent 2023 Annual General Meeting in Vienna, our CEO Dave Layton spoke to our clients, business partners, Lead Operating Directors, and portfolio company management teams about how Partners Group creates value during challenging environments through thematic sourcing and our transformational investing approach.
Watch the video for more.
Partners Group Macroeconomic Update: H1 2023
Market sentiment has improved markedly since September of last year, driven by surprisingly resilient economic activity in the US and Europe, China reopening, inflation peaking and outlooks on central bank tightening looking more market friendly.
So what do these developments mean for Partners Group’s core macro views and our private markets investment strategy? Our Senior Economist, Tina Jessop, explains.
International Women's Day 2023
Happy International Women’s Day! At Partners Group, we aim to be an inclusive workplace where women can thrive and succeed, both professionally and personally.
This International Women’s Day, we’ve asked six of our investment professionals to discuss how they #EmbraceEquity in their field of work and what advice they would give to their younger selves.
Today, we celebrate our incredible colleagues and the impact they have 365 days a year.
#IWD #IWD2023 #InternationalWomensDay2023
Partners Group Research: Reinventing Supply Chains
Where there is disruption, there is opportunity. COVID brought the entire global value chain to a halt, with the scale and speed of the pandemic’s impact on global supply chains eclipsing anything that had been seen before.
In our 'Reinventing Supply Chains' paper, we discuss how private markets play a critical role in creating the resilient and sustainable supply chains of tomorrow across our four asset classes: Private Equity, Private Infrastructure, Private Real Estate and Private Debt.
Private Markets Outlook: Portfolio Management
Private Markets Outlook: Valuations
Recently, Partners Group held a session on our Private Markets Outlook, where Ben Russell, Senior Asset Class Manager, and Stephan Schäli, Chief Investment Officer, spoke about valuations in private markets. Along with other colleagues from our Investment and Portfolio Management teams, our experts discussed everything from the current macro and investment environment, to how it has impacted Partners Group's own assessment of new investment opportunities.
Sofia Gerard at Partners Group's client AGM 2022
In the last of our highlights posts from our 2022 AGM, Sofia Gerard, a Member of Management in our Private Equity Health & Life team, talked clients through our "speed to market" investment theme, which looks at the broad universe of businesses that seek to get therapies to patients faster and more efficiently. Sofia explains how we look at second- and third-degree derivatives on this theme in order to find the best transformational investing opportunities.
Keeran Kang at Partners Group's client AGM 2022
Bill Berry at Partners Group's client AGM 2022
Bank regulation and large pools of capital have created a deep direct debt market with a diverse set of borrowers that offers investors a huge array of opportunities, Bill Berry, Head Private Debt at Partners Group, told clients at our AGM. However, Bill adds that in an environment where leverage is creeping up, financial covenants are being weakened, and macroeconomic risks still exist, Partners Group has generally started to think with a defensive mindset first.
Todd Bright at Partners Group's client AGM 2022
"We focus on the themes that sit on the right side of disruptive change where we have the opportunity to be an early mover," Todd Bright, Co-Head Private Infrastructure Americas, told clients at our AGM in Denver. Todd explains that within decarbonization, Partners Group is going beyond the energy transition into emerging themes such as carbon capture and sequestration, energy efficiency as a service, fleet electrification, and low-carbon fuels.
David Layton at Partners Group's client AGM 2022
What questions does a founder ask when walking into a boardroom? In this clip from our client AGM, our CEO David Layton explains that successful private equity firms will adopt the entrepreneurial mindset of a founder when governing portfolio companies. David goes on to talk about why private equity firms that adopt a thematic investing approach will be better positioned to react to shortening sales processes.
Steffen Meister at Partners Group's client AGM 2022
A growing number of commentators are drawing comparisons between today's diversified private markets firms and the global conglomerates of old. While some shy away from this, at Partners Group, we embrace it – in fact, we have been saying the same thing for some time. In this clip from our client AGM, Steffen Meister, our Executive Chairman, talks through some of the key learnings private markets firms can take from successful conglomerates.
Steffen Meister at the Milken Institute Asia Summit
Partners Group's H2 2021 market outlook
Partners Group's Chief Investment Officer Stephan Schäli and Senior Economist Tina Jessop discuss what rising inflation means for private markets, how this could affect investment strategies, and why we remain focused on thematic investing to source the most attractive transformational investing opportunities.
Partners Group's investment in Resilient
In February 2021, Partners Group acquired Resilient Infrastructure Group, a water infrastructure platform focused on acquiring, developing, financing and operating distributed water-related facilities in the US and Canada. Partners Group will work closely with Resilient's experienced management team on key transformative initiatives, including expanding the Platform through ground-up development projects and new acquisitions, implementing best-in-class practices to increase operating efficiencies at acquired assets, and securing strategic partnerships to provide tailored solutions for municipal, institutional, commercial, and industrial customers.
Partners Group's investment in Careismatic
In December 2020, Partners Group signed the acquisition of Careismatic Brands, the world's leading designer, marketer and distributor of high-quality medical uniforms. Following the acquisition, Partners Group will work closely with the management team of Careismatic Brands to broaden the company's reach into adjacent sectors, expand into further markets across Europe and to build capabilities in higher margin, higher growth direct-to-consumer eCommerce channels.
Partners Group's investment in Rovensa
In September 2020, Partners Group closed the acquisition of a majority equity stake in Rovensa, a leading provider of specialty crop nutrition, biocontrol and crop protection products. Following the acquisition, Partners Group will work closely with Rovensa to transform its business operations with an active industrial value creation approach and a focus on growing its portfolio of biological products. Furthermore, Partners Group sees significant upside potential in driving technological trend adoption in Rovensa.
Partners Group's investment in VSB
In March 2020, Partners Group invested in VSB Group, an integrated pan-European renewable energy platform. With a 20-year track record in the sector, our vision for VSB is to become the leading European renewables platform via regional expansion, acquisitions and delivering on VSB's sizeable and executable project pipeline. Furthermore, we are thrilled to be contributing significantly to the transition from fossil fuels to clean, renewable energy.
Partners Group's 2021 market outlook
The uncertainty we see today creates challenges, but also opportunities, for companies and their investors. In this climate, we firmly believe that offense remains the best defense. Our thematic investment strategy, which targets transformative trends, combined with hands-on value creation at asset level, is guiding our investment efforts and helping us to steer our portfolios through these choppy waters.
Partners Group's investment in Murra Warra
In August 2020, Partners Group invested over AUD 180 million in equity on behalf of its clients to acquire and construct the second stage of Murra Warra Wind Farm ("Murra Warra II") in Australia. The construction is expected to be completed by mid-2022. The wind farm will comprise 38 GE Cypress 5.5MW turbines with a total nameplate capacity of 209MW, located approximately 30 kilometers north of Horsham in the state of Victoria, next to Murra Warra I.
Partners Group's active ownership model | Impact-at-scale
Carmela Mondino from Partners Group's ESG & Sustainability team, discusses the firm's impact-at-scale strategy and explains how Partners Group implemented Principle 3 of the IFC Operating Principles for Impact Management – "Establish the Manager's Contribution to Impact Management" – at portfolio company Techem. Through its active ownership model, Partners Group worked hand-in-hand with Techem's management team to implement initiatives to the benefit of the environment and all stakeholders.
Partners Group's investment in Merkur Offshore Wind Farm
During Partners Group's three-year ownership, Merkur Offshore has been transformed from a construction-ready development site to a utility-scale wind farm within the German exclusive economic zone off the North Sea coast. Now fully operational, Merkur Offshore comprises 66 turbines, which are capable of supplying green energy to approximately 500,000 households.