Petiole Asset Management AG
Adresse:
Bahnhofstrasse 64
CH-8001 Zürich
Telefon:
+41 41 552 5300
Webseite:
Teamgröße:
22 Mitarbeitende (institutioneller Bereich)
CH-8001 Zürich
Ansprechpartner für das institutionelle Geschäft
Pierre-Olivier PourcelotHead of Institutional Sales
+41 (0)41 552 5307
p.pourcelot@petiole.com
Axel Hörger
Chief Executive Officer
+41 (0)41 552 5303
a.hoerger@petiole.com
Naji Nehme
Chief Investment Officer
+41 (0)41 552 5311
n.nehme@petiole.com
Unternehmensüberblick/Kurzbeschreibung
Petiole is a Swiss-based boutique asset manager with a global reach. We capitalize on nearly two decades of expertise in private equity, private debt and real estate, and trusted re-lationship with international partners to provide a holistic private market investment journey.
We are FINMA-licensed with an established relationship with top-tier global sponsors through successful direct and co-investments over nearly two decades.
From global sourcing, due diligence, building tailored and diversified private market portfolios, through performance monitoring and reporting in app interface – our services are deeply rooted on our disciplined philosophy and passion for digital innovation. With offices in Zurich, New York and Hong Kong, our team has executed thematic and market dislocation investments through our local network of trusted partners.
At Petiole Asset Management, we remain committed to serving the private market needs of institutional investors, family offices, and professional investors through constant learning, transparency, and attractive fee structures.
Im deutschsprachigen Markt aktiv seit: 2022
Mitgliedschaften in Verbänden
SECA (Swiss Private Equity & Corporate Finance Association)
Assets under Management nach Assetklassen*
Assets under Management in Zahlen (in Mio. Euro)
Angebotene Investmentvehikel
Services
Performancemessung/-Verifzierung
Angebotene Assetklassen
Alternative Investmentlösungen
Direct and Co-investment Mandates, Hedge Funds, Private Equity, Private Debt, Structured Products, Special Situations, Real Estate
Petiole Asset Management specializes with two decades of track record in Global Co-investment Mandates in Private Equity, Private Debt, and Real Estate. We leverage our strong proprietary macro-economic research, our broad and trusted network of major General Partners, and our agile team of investment experts, to identify the top co-investment opportunities and manage them in a bespoke way in portfolio context.
Real Estate
| Core/Core+ | Value-added | Opportunistic | Andere: | |
| Spezialfonds | X | X | ||
| Publikumsfonds (offen) | X | X | ||
| Sektorenfonds | ||||
| REIT-Fonds | ||||
| Fund-of-Funds | ||||
| Closed-end-Funds | X | X |
Erläuterung
Bemerkung zu Sektoren: Mix of multifamily residentials, office, logistics/warehousesReal Assets
| Infrastructure | Private Equity | Renewables | Commodities | Andere: Private Debt / Private Equity | |
| Perpetual /Evergreen Open-end | X | ||||
| Closed-end Funds (LUX) | X | ||||
| Structured Notes (LUX) | X | ||||
| Closed-end Public Companies (Financial Sector) | X |
Erläuterung zu den angegebenen Produkten bzw. Strategien
Capital Yield Program provides exposure to a diversified portfolio of cash-yielding transactions to generate regular income streams to long-term investors. The target yield is expected to be 8% to 10% per year. Example asset classes include Private Debt, Preferred Equity, Real Estate, Structured Credit, and Asset-backed Lending.
Capital Growth Program provides exposure to a portfolio of growth assets focused on direct and co-investment transactions to generate long-term capital appreciation. The target return is expected to be 12% to 15% IRR. Example asset classes include Real Estate, Special Situations, Preferred Equity, Private Equity Secondaries, and Private Equity Directs. The portfolio is constructed for diversified sector exposure with bias towards healthcare, technology, media and consumer.
Thematic Opportunities are solutions that enable investors to take advantage of unique themes and market dislocations. Examples include China Tech (late-stage VC focused on 5G and AI), Financials (recovery value play in US banks), Aircraft Recovery, Evergreen Leasing Fund, Global Credit Dislocation Fund.
Erläuterungen zu Research/Investmentprozess
Petiole Asset Management observes a well-tested 11-step investment process, developed through the years to be systematic and digitally enabled. Our approach involves dynamic asset allocation, identifying secular themes, and rigorous selection of transactions and sponsors to build resilient portfolios and actively manage risk. From hundreds of deals sourced every
year, only around 4% pass through our disciplined process.
Welche Rolle spielen ESG-Ansätze und -Faktoren in den Investmentansätzen?
Petiole Asset Management is a signatory of Principles for Responsible Investment (PRI) since April 2021, and works together with a global ESG consultant in establishing the firm’s ESG policy. ESG practices currently employed include:
a) Screening (adoption of minimum standards exclusion list e.g., exclude tobacco, cluster munitions, alcohol, weapons, gambling)
b) Incorporated ESG standards section in investment committee process
c) ESG Training & Capacity Building
d) Presentation of the deal ESG guidelines in client presentations.
Worauf liegt Ihr Fokus im Jahr 2024?
Entering 2023, we will carefully shift our Underweight Equities position to more Neutral position. We are also positioned to serve venture and growth debt solutions, taking advantage of increasing opportunities on the debt side, as well as both 1st & 2nd lien or mezzanine for corporate debt due to rising yield. Private equity vintage years post-recession achieved higher than
average returns. Thus, we will increase our exposure to private equity while keeping a defensive underwriting, and favoring companies with strong balance sheets, low leverage and sustainable growth margins.