Core Viewpoint - The article emphasizes the investment potential in Patria Investments Limited, highlighting its strong growth in fee-related earnings and undervaluation compared to peers in the alternative asset management sector [3][10][24]. Company Overview - Patria Investments is positioned as a leading asset management company in Latin America, focusing on private equity, infrastructure, and credit, with a significant growth trajectory [3][10][13]. - The company has a track record of growing its fee-related earnings per share by 21% annually since going public, despite distributing 80% of its distributable income in dividends [10][24]. Market Dynamics - The alternative asset management industry is projected to grow to $23 trillion by 2026, driven by increasing allocations from institutional investors [7]. - There is a growing trend of investors diversifying into alternative investments, with Brookfield Asset Management predicting allocations to alternatives will rise from 30% to over 60% by the end of the decade [6][7]. Competitive Position - Patria Investments is noted for its low valuation, trading at approximately 7x its fee-related earnings, which is considered attractive for a company with a growth rate exceeding 20% annually [12][24]. - The company has recently acquired two REIT managers, making it the largest REIT asset management company in Brazil, which is expected to enhance its revenue consistency and growth potential [17][18]. Financial Performance - The share price of Patria Investments has slightly declined by 8.97% over the past year, contrasting with the significant gains of its peers, indicating a potential buying opportunity [9][10]. - The company is expected to achieve a dividend yield of 6%-8% and aims to be debt-free by the end of the year, enhancing its financial stability [22][24]. Growth Opportunities - The article highlights the potential for substantial growth in alternative investments in Latin America, driven by trends such as nearshoring and geopolitical shifts [13][15]. - Patria Investments is well-positioned to capture market share in a less competitive environment, with a focus on regions with stable investment climates [13][23].

Patria Investments Limited (NASDAQ:PAX) Q2 2024 Earnings Conference Call August 1, 2024 9:00 AM ET Company Participants Rob Lee - Head of Shareholder Relations Alex Saigh - Chief Executive Officer Ana Russo - Chief Financial Officer Conference Call Participants Tito Labarta - Goldman Sachs Guilherme Grespan - JPMorgan Ricardo Buchpiguel - BTG Pactual Pedro Leduc - Itau BBA Operator Good day, and thank you for standing by. Welcome to the Patria Second Quarter 2024 Earnings Conference Call. At this time, all ...

| --- | --- | |----------------------------------|-------| | | | | | | | PATRIA | | | | | | | | | | | | Patria Investments (Nasdaq: PAX) | | | 2Q24 Earnings Presentation | | | August 1, 2024 | | PAX 2Q24 EARNINGS PRESENTATION Disclaimer This presentation may contain forward-looking statements within the meaning of Section 274 of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. You can identify these forward-looking statements by the use of words suc ...

GRAND CAYMAN, Cayman Islands, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Patria (Nasdaq:PAX) reported today its unaudited results for the second quarter ended June 30, 2024. The full detailed presentation of Patria's second quarter 2024 results can be accessed on the Shareholders section of Patria's website at https://ir.patria.com/. Alex Saigh, Patria's CEO, said: "The 2nd quarter of 2024 was a very busy quarter as we continued to make solid progress towards our near and long-term goals. Fee Related Earnings reache ...

Marcelo Fedak, Partner and Head of Real Estate at Patria, says: "We are very happy with the execution of this transaction which closed ahead of schedule, and excited to welcome the talented team at Nexus to Patria. The team at Nexus has generated attractive returns and developed an innovative approach to investing that is complementary to our existing real estate platform. We expect the team to contribute to our goals and strengthen our relationships with investors in Colombia and the region." Patria is a l ...

GRAND CAYMAN, Cayman Islands, July 16, 2024 (GLOBE NEWSWIRE) -- Patria Investments Limited ("Patria") (NASDAQ: PAX), a global alternative asset manager and market leader in Latin America, confirmed today that it has completed the previously announced agreement to acquire Nexus Capital ("Nexus"), one of the top independent alternative real estate asset managers in Colombia, with over COP 3,000 billion (or approximately US$ 725 million) in assets under management ("AUM") across multiple strategies. With the c ...

GRAND CAYMAN, Cayman Islands, July 15, 2024 (GLOBE NEWSWIRE) -- Patria (Nasdaq:PAX) announced today that it will release financial results for the second quarter 2024 on Thursday, August 1, 2024, and host a conference call via public webcast at 9:00 a.m. ET. About Patria Andre Medina t +1 917 769 1611 andre.medina@patria.com For those unable to listen to the live broadcast, there will be a webcast replay on the Shareholders section of Patria's website at https://ir.patria.com/. Contact Patria distributes it ...

GRAND CAYMAN, Cayman Islands, July 15, 2024 (GLOBE NEWSWIRE) -- Patria (Nasdaq:PAX) announced today that it will release financial results for the second quarter 2024 on Thursday, August 1, 2024, and host a conference call via public webcast at 9:00 a.m. ET. Patria distributes its earnings releases via its website and email lists. Those interested in firm updates can sign up to receive Patria press releases via email at https://ir.patria.com/ir-resources/email-alerts. Contact For those unable to listen to t ...

GRAND CAYMAN, Cayman Islands, June 06, 2024 (GLOBE NEWSWIRE) -- Patria Investments Limited ("Patria") (NASDAQ: PAX), a global alternative asset manager and market leader in Latin America, announced today an agreement to acquire Nexus Capital ("Nexus"), one of the top independent alternative real estate asset managers in Colombia, with approximately US$ 800 million in assets under management ("AUM") across multiple strategies. Upon the completion of the acquisition of 100% of Nexus, Patria's Real Estate AUM ...

GRAND CAYMAN, Cayman Islands, June 06, 2024 (GLOBE NEWSWIRE) -- Patria Investments Limited ("Patria") (NASDAQ: PAX), a global alternative asset manager and market leader in Latin America, announced today an agreement to acquire Nexus Capital ("Nexus"), one of the top independent alternative real estate asset managers in Colombia, with approximately US$ 800 million in assets under management ("AUM") across multiple strategies. Upon the completion of the acquisition of 100% of Nexus, Patria's Real Estate AUM ...