Altamir : Stable NAV, activity still weak, discount in line (-24%)
>NAV relatively stable in Q1 2024 - Altamir reported its NAV at end-March, which did not undergo a quarterly re-evaluation for the whole portfolio as only the listed stakes are re-evaluated in Q1. However, Apax Partners LLP revalues its full portfolio each Q1 (-2.3% for Q1 for private equity), but this revaluation was not retained by Altamir. NAV therefore posted a slight decline 0.9% relative to end-2023. The trend in NAV over the period (-€ 12m) mainly reflects...Altamir is a listed private equity company that invests exclusively alongside or in the funds managed or advised by Apax Partners France and Apax Partners LLP. Co. provides investors access to a portfolio of companies with high-growth potential, diversified by geography and by size, across Apax's six specialization sectors: Telecom, Media, Technology, Retail & Consumer, Healthcare, and Business & Financial services. Telecom and Technology are managed by Altran Technologies, GFI Informatique and others; InfoPro manages Media; Retail & Consumer runs through Alain Aflelou 2, Cole Haan and others; Business & Financial Services runs through Buy Way, Albioma, and Texa among other entities.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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