Hi@ipsofactoid
Interesting to revisit your post (written in February) in today's situation.
That makes sense, for a lot of reasons :
- PAC's cheap valuation,
- the holding in GQG, which is the model for international fund managers,
- further exposure to private markets,
- get the exposure to international businesses where PNI want to expand now.
My main question would be about the complexity of the group if they do such a deal.
PAC is a complicated structure.
And at the end, it would mean a lot of boutiques to supervise.
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Hi@ipsofactoidInteresting to revisit your post (written in...
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Last
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Mkt cap ! $2.650B |
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Last
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Change
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Last updated 15.59pm 24/05/2024 ? |
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