Investment Opportunity
The company's investment objective is to provide shareholders with long-term capital growth and an attractive dividend yield by investing in a global portfolio of leading private companies.
Relative value investment approach
Partners Group's investment approach focuses on investing in leading companies with growth and development potential. Changing market conditions, as well as transformative and regional trends, can significantly affect the attractiveness of different sectors and industries. Partners Group therefore conducts regular analysis to identify and further define those sectors, regions and industry strategies likely to offer higher value relative to other segments in the prevailing market environment.
This investment approach is supported by the combination of global reach, local presence and deep industry expertise. Partners Group employs around 1,800 professionals working across 21 offices on five continents. The breadth and depth of this platform enables us to assess the relative value of different sectors and industries over economic cycles and in turn identify those businesses that offer attractive return potential from a top down perspective. Every year Partners Group screens over a thousand direct private equity investment opportunities that have been identified by our global network of investment professionals, entrepreneurs, industry experts and investment partners. However, we invest in just a small fraction of these opportunities, selecting only those that offer the best value creation potential.
The top-down view on the most attractive investment opportunities in private markets globally is combined with our bottom-up ability to identify and develop the most promising investments within local markets. Value creation is our priority and our dedicate teams of investment and operating professionals work closely with management teams and corporate partners throughout the life of our investments.
How does Partners Group create value?
Our key objective is to realize the full development potential of the companies in which Partners Group invests on behalf of our clients. Operational value creation is a core element of this aim. Value creation initiatives vary, but typically focus on achieving certain strategic objectives such as expansion through an organic or acquisition-based growth strategy, improving operational effectiveness through a number of focused operational projects or through capital management.
Within the private equity industry, Partners Group operates one of the largest Industry Value Creation (IVC) teams globally. The team is fully integrated into the investment process and devises and implements operational value creation initiatives throughout the lifetime of an investment, aiming to create lasting positive impact. We currently have over 200 value creation initiatives ongoing across the portfolio. The team has experience in all major jurisdictions around the globe and specializes in the following sectors: healthcare, consumer, media & telecom, IT, industrials, infrastructure/energy & utilities, financial and business services, and real estate.