Annual Overview from QuotedData

Patria Private Equity Trust - Annual overview note from QuotedData

24 June 2026

25 years and going strong

Private equity has faced a tough period, made worse by conflict in the Middle East and uncertainty over how artificial intelligence affects software valuations. This has slowed mergers and acquisitions and delayed exits. Despite these challenges, Patria Private Equity Trust (PPET) has delivered strong NAV total returns, outperforming its peers over the past year, supported by some key exits as it marks its 25th anniversary.

PPET's manager remains positive, noting that most portfolio companies continue to show healthy revenue and earnings growth. The manager also sees the current uncertainty as an opportunity, with lower entry valuations offering attractive investments. PPET has kept investing throughout the cycle and is well positioned to benefit when exit activity picks up and confidence in valuations improves.

Full Research:

https://quoteddata.com/research/patria-private-equity-trust-25-years-and-going-strong-qd/

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