Mission Statement, Vision, & Core Values (2026) of Partners Group Holding AG.

Rooted in Baar and managing US$174 billion across private equity, infrastructure, real estate and debt, Partners Group Holding AG blends bold ambition with disciplined execution-employing roughly 1,800 professionals across 20 global offices to deliver results such as CHF 2.136 billion in 2024 revenues while targeting to scale to US$450 billion by 2033; their mission to transform businesses into market leaders is underscored by real moves like the late‑2024 Empira Group acquisition and a private equity evergreen launch, their vision centers on thought leadership, client-centric tailored solutions and talent development, and core values-Integrity, Client Centricity, Collaboration, Excellence and Sustainability-are operationalized through initiatives from an Integrity Hotline to a commitment to cut portfolio greenhouse gas emissions by 30% by 2025, making Partners Group a compelling study in growth, governance and impact.

Partners Group Holding AG (0QOQ.L) - Intro

• Founded: 1996
• Headquarters: Baar, Switzerland
• Global footprint: 20 offices (Americas, EMEA, APAC)
• Employees: ~1,800
• AUM (approx.): US$174 billion
• 2024 revenues: CHF 2.136 billion
• Long-term AUM target: >US$450 billion by 2033

• Client focus - alignment of interests, transparency and stewardship.
• Partnership - collaborative ownership with management teams and co-investors.
• Entrepreneurial drive - disciplined deal-making and proactive value creation.
• Rigour & integrity - robust due diligence, governance and ethical standards.
• Sustainability - integrating ESG and impact considerations in investment decisions.

• Scale and diversification - expand AUM across strategies (PE, infrastructure, real estate, private debt) and geographies to reduce concentration risk and access deal flow.
• Value creation - operational improvement, digital transformation and sustainability programs in portfolio companies to drive returns.
• Product innovation - broaden offering (primary, secondary, direct co-investments, customized solutions) to meet institutional and private investor needs.
• Talent and culture - recruit and retain specialists globally to sustain performance and client service.
• Client alignment - fee structures, co-investments and capital solutions designed to align incentives with limited partners.

• Opportunistic, sector-focused sourcing combined with rigorous due diligence and active post-acquisition management.
• Cross-asset, integrated platform enabling capital recycling and diversified exposure for investors.
• ESG and impact integration as a value driver and risk mitigant across the investment lifecycle.

Partners Group Holding AG (0QOQ.L) - Overview

• Active transformation: the firm emphasizes hands‑on value creation to move assets toward market leadership and higher profitability.
• Long‑term orientation: investment horizons and incentive structures align the firm with durable value creation rather than short‑term performance.
• Stakeholder inclusion: communities and environmental, social and governance (ESG) outcomes are positioned as integral to long‑term success.
• Strategic growth via M&A: bolt‑on and strategic acquisitions (e.g., Empira Group in late 2024) expand capabilities and accelerate AUM and fee revenue growth.

• Focus sectors: infrastructure, private equity, private debt, and real assets where structural growth trends drive returns.
• Operational playbook: standardized value‑creation teams deploy operational improvements, digitalization and ESG integration across holdings.
• Capital allocation: emphasis on high‑conviction, active investments and GP‑led solutions that capture both management and performance fees.

• Portfolio company revenue growth: target outperformance vs. sector median through active transformation programs.
• Value creation levers: commercial scaling, cost optimization, digital adoption and sustainable practices to improve exit multiples.
• Fee model resilience: diversified mix of recurring management fees and performance fees tied to realized outperformance.

• ESG scoring and KPIs applied across assets to monitor carbon intensity, diversity and governance improvements.
• Community engagement: local employment, skills development and infrastructure benefits prioritized in infrastructure and real‑asset investments.

Partners Group Holding AG (0QOQ.L) - Mission Statement

• Deliver premium valuations and attractive financial returns through active ownership and operational improvement of portfolio companies.
• Build trusted, long-term partnerships with institutional and private clients by aligning incentives and offering tailored access to private markets.
• Attract, develop and retain high-caliber talent committed to rigorous investment processes and a collaborative, high-performance culture.
• Drive innovation across product structures (e.g., evergreen solutions) and geographic expansion to meet evolving client needs.

• Global private markets leadership: scale across private equity, private debt, private real assets and infrastructure.
• Client-centricity: deep client engagement to design portfolios that match long-term liability and return objectives.
• Talent and culture: a focus on career development, meritocracy and shared purpose to sustain high performance.
• Innovation: launch and scale new strategies (for example, private equity evergreen structures) and expand into new markets to capture structural private-market opportunities.

• Product innovation: scaling evergreen and open-ended private market vehicles to meet demand for more flexible liquidity profiles and diversified exposure.
• Global expansion: increasing on-the-ground teams in high-growth regions to source proprietary deals and support portfolio companies.
• Client alignment: improved reporting, bespoke mandates and co-investment opportunities that increase alignment of interests and transparency.
• Talent initiatives: targeted recruiting, internal mobility and leadership programs to sustain a high-performance culture and sector expertise.

Partners Group Holding AG (0QOQ.L) - Vision Statement

• Integrity - embedding honesty, transparency and accountability across the firm, formalized via mechanisms such as the Integrity Hotline to surface and address ethical concerns.
• Client Centricity - tailoring solutions to match institutional, wholesale and private client objectives, delivering bespoke private markets exposures across buyouts, private infrastructure, real estate and private debt.
• Collaboration - leveraging multi-disciplinary deal teams and global offices to combine sector, regional and product expertise for better investment outcomes.
• Excellence - driving superior performance through rigorous due diligence, active portfolio management and continuous operational improvements across platform and investment processes.
• Sustainability - integrating ESG into investment decisions and portfolio stewardship, including a public commitment to reduce portfolio greenhouse gas emissions by 30% by 2025 and advancing decarbonization initiatives across holdings.

• Operationalizing values - Integrity Hotline, formal conflicts procedures, and transparent reporting channels to strengthen governance and compliance.
• Client solutions - Customized mandates, direct investments and multi-manager offerings structured to meet liability, return targets and ESG preferences.
• Collaboration in practice - Cross-border deal teams and dedicated ESG specialists integrated into investment committees and portfolio monitoring.
• Excellence metrics - Performance fee alignment, rigorous KPIs for portfolio companies and ongoing tech/operational investments to improve scale efficiencies.
• Sustainability outcomes - Targeted emissions reductions, active engagement with portfolio companies on transition plans, and reporting against recognized frameworks to track progress.