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We expect that the 3 August full-year results will show the long-term, resilient trends identified in our note, Exceptional companies, long-term outperformance, and in previous reports. The key business messages are likely to include i) continued material uplifts on exit and conservative mix-adjusted EV/EBITDA multiples showing a realistic NAV, ii) investee company average revenue and EBITDA growth well ahead of benchmarks, showing the value added by PE and resilience, and iii) over half of the portfolio invested directly in companies. The May NAV and portfolio information is available here. PIN is hosting an investor day on 13 September.
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