RE: Capital allocation RNS23 May 2024 13:16
I completely agree. It’s very similar policy to princess private equity trust. Pantheon is a top10 holding in AVI Global fund which has a fantastic long term track record. Private equity valuations of funds are normally received 3-5 months later so nav should be higher going forward and dec23 valuations are updated to march24 valuations given equity markets have rallied in the early part of this year.