Pollen Street Group posts robust H1 2026 growth with £8.5B in AUM and a 73% jump in EBITDA, offsetting a 3.8% mark-to-market drag from its Shawbrook investment.
Pollen Street Group reported strong H1 2026 results with AUM growth, increased fee-paying AUM, and raised guidance, indicating bullish sentiment.
Shawbrook's share price decline negatively impacted Pollen Street's balance-sheet return, indicating bearish sentiment for Shawbrook.
Pollen Street Group reported strong H1 2026 results, with assets under management reaching £8.5 billion and fee-paying AUM rising 18% to £5.5 billion. Fund-management EBITDA surged 73% to £16.1 million, driven by a 90% increase in performance fees, keeping the firm on track to meet full-year consensus expectations.
The reported 3.4% balance-sheet return was negatively impacted by a 3.8% mark-to-market effect from the share-price decline of Shawbrook, an investment held by the firm.
The firm is preparing to raise its sixth private equity fund in 2027, with a target size between €1.75 billion and €2 billion.