Re: Private Equity Upside
Posted: September 19th, 2021, 5:41 pm
3.45%! Modest? Hardly. Several years of BS interest in one day.
I only wish I had a “modest” holding
I only wish I had a “modest” holding
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SKYSHIP wrote:The 5% pullback in PIN after recently achieving the 3000p target, does now represent a good entry point again as at 2845p the discount is up to 26.7%. This whilst PIN has also started buybacks, which should help underwrite current levels.
Coobster wrote:According to the linked Daily Mail article Harbourvest is a Fund of Funds IT which doesn't appeal.
UncleEbenezer wrote:Some sharp falls in the sector, and discounts looking rather juicy - though that could of course be an artifact of published NAVs lagging. SLPE is now showing in the red in my ISA, while Pantheon and to a lesser extent Princess have also pulled back.
A buying opportunity?
UncleEbenezer wrote:Most of the sector is now looking bombed out, having discounts in the 30-50% range on current AIC figures. A few honorable exceptions, including DNE whose rise continues as it winds gradually down: it was with a view to topping up ahead of their tender offer that I looked at AIC!
So who's bargain-hunting the sector today?
SKYSHIP wrote:...anomalously high NAV discounts: