Last checked at 7 Mar 2024 09:01
Pantheon Infrastructure - Update from QuotedData
7th March 2024
Compelling opportunity
At just over two years old, the Pantheon Infrastructure Trust (PINT) can claim to have seen a lot in its short life. Its positive net asset value (NAV) return over this period, despite increasingly challenging economic conditions, is a testament to the execution of the fund's advisers, and the stability of its assets.
Whilst the company's share price has fallen, this is more a reflection of negative market sentiment towards the broader infrastructure sector than any fundamental weakness on the part of PINT.
Promisingly, as the rate of inflation began to trend lower, sentiment towards the listed infrastructure sector improved steadily, particularly for companies such as PINT which maintained financial discipline as funding costs rose. Over the last few weeks, discounts to NAV have widened once more due to the rebound in inflation. However, despite these short-term fluctuations, we believe the PINT portfolio remains well positioned for significant growth.
Full Research:
https://quoteddata.com/research/pantheon-infrastructure-compelling-opportunity-qd/
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