Episode

Pantheon International chair Tony Morgan on shareholder return strategy

Podcast
Proactive - Interviews for investors
Published
May 12, 2026
Duration seconds
290
Processing state
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Canonical source
https://proactive-interviews-for-investors.simplecast.com/episodes/20260512-pantheon-international-plc-1-TSQyVZ7c
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/v1/public/podcasts/proactive-interviews-for-investors-1457173/episodes/pantheon-international-chair-tony-morgan-on-shareholder-return-strategy
Markdown
/podcast/proactive-interviews-for-investors-1457173/pantheon-international-chair-tony-morgan-on-shareholder-return-strategy.md

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Summary

Pantheon International PLC (LSE:PIN, FRA:PAA0) chair Tony Morgan tells Proactive's Stephen Gunnion that the company has completed a £224 million secondary portfolio sale and will use at least 80% of the proceeds - around £180 million - for share buybacks. The numbers are striking: "Since 2022, PIN has returned over £350 million to shareholders and, following the completion of the buyback we've announced today, we expect this to exceed well over £500 million." The sale is part of a strategic refocus around roughly 25 high-conviction private equity managers, down from around 90. The number of managers has already fallen to 62, with the portfolio sale completed at a blended discount to NAV of just over 8%. For more videos from Proactive, visit the Proactive YouTube channel, like this video, subscribe to the channel and enable notifications so you never miss future updates. #PantheonInternational #PrivateEquity #ShareBuyback #TonyMorgan #InvestmentTrust #PortfolioManagement #SecondaryMarket #ShareholderReturns #LSE #PrivateMarkets #CapitalManagement #Investing #FinanceNews #ProactiveInvestors #NAV