Partners Correlations

PGPHF Stock

USD 1,385 31.63 2.34%

The current 90-days correlation between Partners Group and 3i Group PLC is 0.12 (i.e., Average diversification). The correlation of Partners is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Partners Correlation With Market

Weak diversification

The correlation between Partners Group and DJI is 0.35 (i.e., Weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Partners Group and DJI in the same portfolio, assuming nothing else is changed.

The ability to find closely correlated positions to Partners could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Partners when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Partners - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Partners Group to buy it.

Moving together with Partners Pink Sheet

0.62	MCD	McDonalds Fiscal Year End 3rd of February 2025	Pair Corr
0.72	GE	GE Aerospace Fiscal Year End 28th of January 2025	Pair Corr
0.69	DD	Dupont De Nemours Fiscal Year End 4th of February 2025	Pair Corr

Moving against Partners Pink Sheet

0.58	AMIX	Autonomix Medical, Common	Pair Corr
0.52	BAMGF	Brookfield Asset Man	Pair Corr
0.41	JPHLF	Japan Post Holdings	Pair Corr
0.4	JPSTF	JAPAN POST BANK	Pair Corr

Related Correlations Analysis

	TGOPY	CEN	ARES	CG	TGOPF	FOCS	BUR	PNNT	ECC	CRF
TGOPY		0.32	0.6	0.5	0.71	0.19	0.58	0.41	-0.33	0.42	TGOPY
CEN	0.32		0.74	0.81	0.41	0.67	0.52	0.61	-0.63	0.9	CEN
ARES	0.6	0.74		0.97	0.46	0.82	0.7	0.72	-0.42	0.88	ARES
CG	0.5	0.81	0.97		0.42	0.87	0.72	0.72	-0.37	0.92	CG
TGOPF	0.71	0.41	0.46	0.42		0.11	0.42	0.41	-0.39	0.44	TGOPF
FOCS	0.19	0.67	0.82	0.87	0.11		0.62	0.5	-0.11	0.79	FOCS
BUR	0.58	0.52	0.7	0.72	0.42	0.62		0.53	-0.17	0.53	BUR
PNNT	0.41	0.61	0.72	0.72	0.41	0.5	0.53		-0.42	0.73	PNNT
ECC	-0.33	-0.63	-0.42	-0.37	-0.39	-0.11	-0.17	-0.42		-0.52	ECC
CRF	0.42	0.9	0.88	0.92	0.44	0.79	0.53	0.73	-0.52		CRF
	TGOPY	CEN	ARES	CG	TGOPF	FOCS	BUR	PNNT	ECC	CRF

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Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

CG	+ 0.97	ARES
CRF	+ 0.92	CG
CRF	+ 0.9	CEN
CRF	+ 0.88	ARES
FOCS	+ 0.87	CG
FOCS	+ 0.82	ARES

High negative correlations

ECC	- 0.63	CEN
CRF	- 0.52	ECC
ECC	- 0.42	PNNT
ECC	- 0.42	ARES
ECC	- 0.39	TGOPF
ECC	- 0.37	CG

Risk-Adjusted Indicators

There is a big difference between Partners Pink Sheet performing well and Partners Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Partners' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
TGOPY	1.34	(0.07)	(0.01)	0.07	1.56	(1.44)	2.69	(2.79)	7.80
CEN	0.67	0.17	0.03	(0.70)	0.60	(0.73)	1.35	(1.04)	3.81
ARES	1.28	0.16	0.13	0.24	1.26	(1.43)	2.98	(2.55)	7.35
CG	1.56	0.24	0.22	0.24	1.31	(1.88)	4.10	(2.22)	13.11
TGOPF	1.39	(0.05)	0.00	0.09	1.99	(2.30)	4.09	(5.28)	12.18
FOCS	0.09	0.00	(1.15)	0.16	0.07	(0.10)	0.21	(0.17)	0.56
BUR	1.41	(0.11)	(0.01)	0.06	1.73	(1.44)	2.70	(2.91)	9.43
PNNT	0.72	(0.03)	(0.06)	0.08	0.88	(0.81)	1.35	(1.33)	4.92
ECC	0.49	(0.10)	0.00	(0.52)	0.00	0.00	1.16	(1.49)	3.16
CRF	0.62	0.22	0.22	0.53	0.06	(0.84)	1.81	(0.99)	3.89

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Our tools can tell you how much better you can do entering a position in Partners without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Partners Corporate Management

Michael Penner	Operating Canada	Profile
Rene CPA	Partner Committee	Profile
Stefan Naf	Chairman Partner	Profile
David Layton	Member of the Global Executive Board, Head Private Equity Americas	Profile

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