Hi all,
Was reminded to put this on here following a comment from wilkonz on another video. Here's a results video for Harbourvest Global Private Equity (HVPE), from June this year.
The latter half of the video might still be useful to some, as Richard Hickman discusses structural changes, credit facility & rationale behind their strategic direction and commitments.
Many thanks for posting this. The £HVPE portfolio is nicely diversified - everything from Spanish toll roads to US airports - so it should hold up well in an economic downturn. I note it's trading at a 15% discount to NAV and has a spread around 0.2%. There's no dividend but the capital growth makes up for that. I'm tempted to increase my holding whilst the price is static.
PS If you have a 5 minute presentation on 3i Infrastructure I'd be very interested to see it.
