By the way, Titanium will be releasing Q1 reports for key funds next week or the week after. In the healthcare sector, the point of interest is, of course, whether individual properties have been sold (these might not be announced separately). In addition, other information is naturally of interest, although there should be no surprises in those, by all accounts.
Regarding housing, it’s interesting to see how many redemptions were in arrears. This will again provide a good indication of how much potential redemption pressure there might be in the healthcare fund.
For PE, it’s naturally interesting to see how much of this has been sold. The H2 momentum would be important to continue, and AUM should be at least 30 MEUR. It’s also interesting to see if Titanium has made changes to the portfolio composition. Earlier, Titanium has spoken like this:
Source: PE December monthly review.
Currently, enterprise software has been hit the hardest in the stock market during the SaaS-geddon, and this matter has surely been considered in portfolio management. 