Partners Group Insiders Splash $60 Million to Counter Redemption Freeze and Short-Seller Attack
Published on 06/25/2026 at 17:34 | Redaktion boerse-global.de
The top brass at Partners Group have poured more than CHF 60 million into the company’s own shares since June, a bet that the stock’s 36% slide this year has gone too far. The buying spree began just as the Swiss asset manager was forced to cap redemptions in its flagship fund, the $8.6 billion Global Value SICAV, and it comes as short-seller Grizzly Research has circled the stock with accusations of overvaluation.
Redemption requests in the second quarter of 2026 hit nearly 10% of the fund’s net asset value, double the contractual liquidity limit of 5% per quarter. Partners Group activated its gating mechanism, fulfilling only 62% of withdrawal requests in May. The remaining investors must wait, and a second US-based private equity vehicle run by the firm is also reporting similar liquidity strains. Chairman Steffen Meister has acknowledged communication failures and said the affected open-ended funds—the so-called Evergreen vehicles that manage roughly $56 billion, about a third of total assets under management—will be run with smaller balances in future to better absorb sudden outflows. He has ruled out additional liquidity restrictions for now.
Institutional clients, which account for around 80% of the customer base, have so far remained loyal. But the retail-driven retreat, particularly from Asian investors, has already carved a deep hole in Partners Group’s growth trajectory. Meister expects the firm’s assets under management to expand one to two percentage points more slowly through 2027 as a result.
Should investors sell immediately? Or is it worth buying Partners Group?
The stock touched a 52-week low of €701.00 on Thursday and currently trades near €702.20. More than a third of its value has evaporated since January, and the relative strength index at 22.7 signals a deeply oversold condition. The share price is now nearly 20% below its 50-day moving average of €878.39.
Analysts have reacted sharply. Jefferies cut its price target from CHF 1,130 to CHF 760. Bank of America trimmed to CHF 850, and Goldman Sachs lowered to CHF 860, with analyst Oliver Carruthers citing weak performance. AlphaValue has knocked roughly 7% off its 2026 earnings estimate for the company.
The next major test arrives on July 15, 2026, when Partners Group releases its trading update and fresh figures on assets under management. The report will show whether the outflow of retail money has been stemmed and whether the institutional business can keep the foundation solid. Management, for its part, is holding to full-year guidance for gross new client demand of between $26 billion and $32 billion. The insider buying is a clear signal that the board sees value at current levels—but the market’s verdict on that bet is just weeks away.
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