Partners Group Holding: Incredibly Solid And Qualitative, Appealing Potential

Summary Partners Group Holding, a Swiss alternative asset manager, is rated a BUY and added to the TOP BUYS list with a 710 CHF/share price target. PGPHF offers a 6.8% yield, 63% EBITDA margin, and strong scalability, with normalized EPS conservatively estimated at 40–45 CHF. Despite recent cyclical weakness and redemption pressures in evergreen funds, core management fees and AUM are growing, supporting the investment case. At sub-15x P/E and with a fair value estimate of 760–855 CHF, PGPHF offers 15–22% annualized upside, making it highly attractive for long-term investors. Looking for more investing ideas like this one? Get them exclusively at Wolf of Value. Learn More » MoMo Productions/DigitalVision via Getty Images So, this is an article and a company that I have been researching for literally weeks at this point. It's a late article, unfortunately, but I'm happy to say that I'm ready to come to a conclusion on This article was written by Wolf Report 35.46K Followers Follow Wolf Report is a senior analyst and private portfolio manager with over 10 years of generating value ideas in European and North American markets, and the owner of Wolf of Value, a service focusing on international dividend-paying value investments.He further covers the markets of Scandinavia, Germany, France, UK, Italy, Spain, Portugal and Eastern Europe in search of reasonably valued stock ideas. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in PGPHF over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I view Partners Group Holding as a "BUY", provided its bought under the stated PT. The company is speculative however. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.