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Stock Spotlight: Pantheon Infrastructure trust catches analysts eyes as discount widens

Biotech trusts top performance charts in February

Elliot Gulliver-Needham, Investment Week, 7 Mar 2023:

The investment trust, which launched in November 2021, has seen shares fall 12.7% over the last year, according to data from Morningstar, although it has managed to hold prices steady in the last four months.

Focusing on the four areas of digital infrastructure, power and utilities, renewables and energy efficiency, and transport and logistics, the company is aiming to provide exposure to sectors not normally available on public markets.

PINT sits in the IT Infrastructure sector and is managed by Richard Sem.

With the cheap shares and opportunities in infrastructure, many analysts have begun to take a closer look at the trust. Just last month, Stifel upgraded the trust to ‘Buy’, citing its large discount and improved cash position.


PINT published its first annual results last month (24 February), which James Carthew, co-founder and head of investment company research for QuotedData, described as a “solid start”.

The results reported that “significant progress” had been made on building the trust’s portfolio, as it invests the £400m raised at IPO and subsequent £80.8m into infrastructure.

So far, the trust reported that it had invested £372m across 11 stocks.

Carthew explained: “It is still early in the life of this trust. The manager is targeting returns of 8-10% per annum on average over the long term. However, in the short term there is still cash to deploy.”

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