186. Bull, Bear & Beyond – Patria Private Equity Trust: executive interview

Описание: In this video, we speak with Alan Gauld, senior investment director in the Patria Global Private Market solutions team and lead portfolio manager of Patria Private Equity Trust (PPET). Alan discusses why PPET is a good choice for retail investors in their asset allocation and diversification. He covers the highlights of PPET’s FY25 results, including the revenue and EBITDA performance of its underlying portfolio companies. He shares his views on the outlook for 2026 in light of the improving activity level across the European private equity (PE) market and several notable exits recently agreed across PPET’s portfolio. In this context, he also elaborates on PPET’s prospective capital allocation.


PPET invests in a diversified portfolio of PE funds and direct investments in private companies (through co-investments and single-asset secondaries). It partners with around 15 leading PE managers and provides exposure to over 600 underlying portfolio companies. 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.


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Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.


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