Patria Private Equity #PPET, which celebrates its 25th anniversary next month and specialises in the European mid-market sub-sector, is the subject of our latest fund profile. money-makers.co/2026/04/01/p...
P-PET.FOX🦊:Xeno ❄
#toyholic #ppet #pftoys #unknownjourneyfox
#art #arttoys #artwork #arttoysthailand #thailandtoy #toydesigners #toys #toyphotography #toyfair #popmartfrance #popmart #pfstudio #design #designertoy #designertoy #designertoythailand #designertoys #designertoyawards #อาร์ททอย
อันนี้คือทำคลิปวีดีโอสั้นรีวิวแบบเล่นๆในฐานะแฟนคลับ
Xeno คู่แรก แดงกับขาว
#toyholic #ppet #pftoy #art #arttoys #arttoy #artist #อาร์ทอย
Significant changes since last post:
Sold: #PPET, #VLE, #TND, #PEBB, #ADF, #NXR, #SDG
Reduced: #GFRD
Bought: #FOUR (direct switch of #PEBB)
Added: #ANP, #SQZ, #JNEO, #IGR, #GSF, #CLS, #OMG, #OTB, #SEIT, #TRCS, #SPA, #DGI9, #RWS
Reduced PE exposure a bit by exiting #PIN and #PPET (ex #APEO) as on smaller disc and lower yields. Still got a fair bit, but carried interest issue tipped the call. Means we're temporarily even more underweight equities...
I’ve recently halved my position in #PPET, after a strong run up this year and a narrowing of the discount to ~24%. That’s significantly tighter than a number of other high quality PE investment trusts, and not entirely justified IMO by the fairly static NAV of the fund over the last 12 months