Partners Group Holding AG (0QOQ) Q2 2026 Earnings Call

Investor webinar replay

Meeting Overview The meeting focused on the interim results for 2026, highlighting strong fundraising performance, management income growth, and strategic updates on investment opportunities. Key executives presented insights into the company's financial health and future prospects. Key Discussion Points - Overview of the strong fundraising performance with $16 billion in new assets, marking a 31% year-on-year increase. - Confirmation of full-year fundraising guidance based on current client demand and pipeline. - Discussion on the company's selective investment strategy and recent acceleration in deployment. - Insights into the operational performance of various asset classes, particularly private equity and infrastructure. - Emphasis on the diversification of client segments and investment strategies contributing to growth. - Updates on the company's initiatives to cater to insurance clients with customizable mandates. Decisions Made - No explicit decisions recorded. Action Items ...

Watch the replay

Replay transcript excerpt

[Speaker identities could not be resolved; generic labels used] [00:00] Speaker 1: Thank you very much. [00:02] Speaker 1: Good morning everyone. [00:03] Speaker 1: Thank you for joining us for the 2026 [00:06] Speaker 1: interim results. [00:07] Speaker 1: I'm Dave, the CEO of Partners Group. [00:09] Speaker 1: Yoris, our CFO, and Stephan, our Chairman, will also present during the prepared portion of this call. [00:15] Speaker 1: We're hosting this call from our London office [00:18] Speaker 1: and invited some select investors and analysts to our office for this call. Welcome. [00:24] Speaker 1: We also have a handful of other executives from the firm, including our incoming co-CEOs. [00:30] Speaker 1: And there could not be a more capable or ready set of executives than the 2 of them. And they'll be available for the Q&A portion if needed. [00:40] Speaker 1: Let me start here with the headlines and the key business updates. [00:44] Speaker 1: This was a strong 1st 0.5. [00:46] Speaker 1: Fundraising was solid, [00:48] Speaker 1: $16 billion of new assets, that's up 31% [00:51] Speaker 1: year on year. [00:53] Speaker 1: We've been raising private capital now for 30 years [00:56] Speaker 1: and this was the best H1 from a fundraising perspective that we've ever seen with record [01:02] Speaker 1: client demand. [01:03] Speaker 1: And on that basis [01:05] Speaker 1: and on the pipeline we currently see from across our increasingly diversified client segments, [01:10] Speaker 1: we're reconfirming [01:12] Speaker 1: our full year fundraising guidance. [01:15] Speaker 1: Management income came in at 905 million Swiss francs, that's growing 12% [01:19] Speaker 1: at constant currency. [01:21] Speaker 1: Ivatah margin was solid at 63%. [01:25] Speaker 1: Ivatah was 70...