Private Equity Holding AG
July 2021
2
Access to Leading Private Equity & Venture Capital
Funds and attractive direct Co-Investments
Private Equity Holding AG is a listed investment company for private equity and venture capital investments (SIX: PEHN). It offers institutional and private investors the opportunity to participate in a simple and tax- efficient manner in a diversified and professionally managed private equity portfolio with leading funds and attractive direct co- investments. Income from the portfolio is reinvested as well as partially passed on to the shareholders in the form of annual distributions.
Private Equity &
Venture Capital
Fund Investments
79%*
Direct
Co-Investments
21%*
Private Equity Holding AG
PE and VC
Funds a-n
A1
A2
An
3
Examples
* Based on fair values as of June 30, 2021
Agenda | 4 |
- Executive Summary
- Strategy
- Investment Examples
- Performance
- Summary
Executive Summary | 5 |
SIX-listed Investment Company for Private Equity Investments |
SIX Swiss Exchange
Shareholders
BoD
PEH AG
Portfolio
Management Agreement
- Private Equity Holding AG (PEH) is a SIX-listed Investment Company.
- Alpha Associates has been managing PEH's portfolio since 2004 and re-started its investment activity in 2007; since then, the NAV per share has increased by 348% (total return).
- Alpha Associates' investment activities are supervised by an Independent Board of Directors and audited by KPMG.
- Over time, the founders of Alpha Associates became PEH's largest shareholders (>33.3%), which provides for a strong alignment of interest and supports the company's long-term growth strategy.
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Disclaimer
Private Equity Holding AG published this content on 19 July 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 19 July 2021 09:14:07 UTC.