Partners Group Responds to Share Price Concerns in Private Markets

Partners Group, a major player in the global private markets, has issued a statement addressing recent declines in stock prices within the listed private markets sector. This downturn has been attributed to concerns over investment exposures, particularly in private credit, and their prospective impact on businesses. High exposure to the technology sector, including the Software as a Service (SaaS) market, amid the rise of Artificial Intelligence (AI), has led to fears of a potential tech bubble.

In response, Partners Group has strategically reduced its software exposure to below half the industry average, while increasing investments in essential infrastructure supporting AI growth, such as power generation. This shift showcases the firm’s adaptive strategy, designed to capitalize on AI's demand, ensuring its portfolio outperforms industry averages in upcoming years.

The firm has also reported no net redemptions in its private credit funds and achieved record fundraising in 2025 with USD 30 billion, highlighting sustained investor confidence.