Ich arbeite in einem Private Equity Portfolio Unternehmen in NRW und verantworte im day to day effektiv den Plan, wie über die Zeit der Unternehmenswert gesteigert werden soll bis zum Exit.
Normales Netto ohne die Bonuszahlungen ist ~6,9k.
Ich führe nur ein kleines Team, bin aber durch die Rolle so etwas wie der verlängerte Arm der Geschäftsführung
So grizzly reports write something about Partners Group and I’m wondering what people here think. To me some of the things look concerning at face value, whereas others look like complete nothingburgers (e.g., pref share vs ordinary valuations 🤦♂️), which leads me to discount the whole thing.
On the other hand, PG has been under fire for intentionally obtuse reporting in their funds before. It seems like they have been coasting on their capture of retail like investors and unsophisticated German pension funds but their investments are going so-so. What is the sentiment here?