Pantheon Infrastructure (PINT) | Future-facing fund offers global diversification
While some trusts launched at the tail end of the post-global financial crisis boom in alternative assets have faltered, Pantheon Infrastructure (PINT)'s performance to date has been impressive, with sector-beating returns in both share price and NAV terms and a sharply narrowing discount to NAV. The exposure to digital and energy themes (including both data centres and the power delivery needed to operate them) gives the trust ‘picks and shovels' exposure to the AI story without overly dominating the portfolio, and the recent exits are proof of Pantheon's success in identifying both attractive assets and proactive private markets fund sponsors. Although the dividend yield is relatively low, income generation has been improving, and the total return mindset means investors have been better rewarded than in some more ‘traditional' infrastructure funds with higher nominal yields.
Capital Access Group advises companies on effective engagement with investors. Our experienced team offers market-leading access with hard-to-reach investors, including smaller institutions, pension funds and private client fund managers. These under-serviced investors are located not only in London but across the regions of the UK and Europe. We have an unrivalled knowledge of this extensive audience, to whom our published research is distributed, as well as to larger institutions. We offer this service as part of an integrated investor communications strategy to promote a company’s investment story.
Our clients, ranging from AIM to FTSE 100 companies, benefit from our professional, long-term relationships with investors. Not only do we identify and target investors, we contact them directly and relay their views back to clients with analysis, interpretation and advice. This ensures that our clients are in control of their investor engagement. The objective is to improve the reach and engagement with investors, which in turn strengthens the share price.
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