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Event in Progress:

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  • 16 Apr 25

Market Matters with Charlotte Morris, manager of Pantheon International

Market Matters with Charlotte Morris, manager of Pantheon International


Pantheon International Plc | PIN | 304 -0.50 (0.0%)
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  • Kepler | Trust Intelligence
    • 68 views

 

Our monthly podcast brings you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping portfolios (and there’s certainly been plenty of the latter in the last few weeks…).

This month's guest is Charlotte Morris, co-manager of Pantheon International (PIN), which provides a globally-diversified portfolio of private equity investments. Charlotte has extensive experience in the asset management industry with a particular specialism in private markets.

In this month’s episode, we discuss a wide range of issues including recent market turbulence, the rationale for an allocation to private equity, current discounts, adapting to a higher-for-longer macro backdrop and the most attractive opportunities across private markets.

00:00 Introduction

00:38 Background to becoming a fund manager

02:25 Thoughts on recent market turbulence

04:41 Rationale for an allocation to private equity

06:37 Drivers of long-term returns in private equity

08:25 Democratisation of private equity

11:26 Key catalysts to close discounts

14:49 Thoughts on leverage and illiquidity premium

17:02 Key attributes for investment

19:10 Adapting to higher-for-longer interest rates

21:18 Implications of muted IPO activity

24:06 Thoughts on most attractive opportunities

26:03 Risk warning

Please note that this podcast was recorded on 14 April 2025.

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Monthly roundup: a Saba solution, is investing skill or luck and how we fared in the tariff sell off

Companies: FJVPHISJGESCTAIEORITPIN

Kepler | Trust Intelligence

Pantheon International presentation at Mello Trusts & Funds May 2019

Companies: Pantheon International Plc

PIWORLD (hosted by Progressive)

Pantheon International's Charlotte Morris on Pantheon International's 2.3% NAV growth

Companies: Pantheon International Plc

Proactive

Pantheon International (PIN) Investor Presentation July 2020

Companies: Pantheon International Plc

PIWORLD (hosted by Progressive)

Pantheon International discusses key achievements for FY24 and market outlook

Companies: Pantheon International Plc

Proactive

Pantheon 'a real expert in private equity, we make the private public - that's what we do!'

Companies: Pantheon International Plc

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