Partners Group Insiders Bet CHF 20 Million on Recovery as Redemption Caps and Short-Seller Fire Bite
Published on 06/15/2026 at 07:05 | Redaktion boerse-global.de
Partners Group’s top brass have turned pocketbooks into billboards. After a 30% year-to-date slide that has left the stock at CHF 767 – 37% below its August 2025 peak of CHF 1,213.50 – company insiders poured roughly CHF 20 million into their own shares via a special trading window. Co-founder Fredy Gantner called the sell-off a gross overreaction but conceded the firm had fumbled its communications.
The insider buying comes against a backdrop of severe pressure on Partners Group’s open-ended evergreen funds. At the 8.6 billion Global Value SICAV, redemption requests surged to an estimated 9.8% of net asset value in the second quarter. The company responded by capping payouts at 5% per quarter. A Delaware-based private-equity vehicle is also being gated, facing expected redemptions of about 6% of NAV. Three other mature evergreen funds, which together manage roughly $9.7 billion, are seeing outflow requests of 3.5% to 5%.
Adding to the gloom, U.S. short-seller Grizzly Research has gone public with allegations that the evergreen funds are overvalued by as much as 40%. Partners Group has branded the claims defamatory and filed a lawsuit.
Should investors sell immediately? Or is it worth buying Partners Group?
Management insists the core business remains on more solid ground. Some 80% of assets under management come from institutional investors, who are not behind the current redemptions. The company reaffirmed its 2026 gross new client demand target of $26 billion to $32 billion. However, it acknowledged that the evergreen platform could shave 1 to 2 percentage points off net AuM growth in the second half of this year, with a similar drag expected in 2027.
Technically, the stock is deeply oversold. The relative strength index sits at 28.7, a level that often signals a bounce may be due. Yet the market remains sceptical, focusing on the liquidity constraints rather than the insider vote of confidence.
The next hard data point comes on 15 July, when Partners Group reports assets under management as of 30 June. Those numbers will reveal whether institutional inflows are large enough to offset the outflow from the evergreen funds – and whether the growth projections are more than just talk. For now, the split between insider conviction and market fear is as wide as the spread between the stock’s highs and lows.
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