Company Patria Investments Limited

Equities

PAX

KYG694511059

Investment Management & Fund Operators

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Sector

Sales per Business

Sales per region

Ratings for Patria Investments Limited

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Investment Management & Fund Operators

Market Closed - Nasdaq Other stock markets 04:30:01 2024-05-06 pm EDT			5-day change	1st Jan Change
12.8 ^USD	+0.31%		-5.88%	-17.47%

May. 02	Transcript : Patria Investments Limited, Q1 2024 Earnings Call, May 02, 2024
May. 02	Patria Investments Limited Reports Earnings Results for the First Quarter Ended March 31, 2024	CI

Patria Investments Limited is a Cayman Islands-based global alternative investment company. The Companyâs product offering encompasses six product lines, such as private equity, infrastructure, credit, public equities, real estate, and global private markets solutions. It seeks to provide global and Latin American investors with investment products that allow for portfolio diversification and consistent returns. Patria Private Equity seeks to create consistent quartile returns. It makes private investments in public equities. Patria Infrastructure performs equity investments in a diversified portfolio of infrastructure-related assets in Brazil and selected other Latin American countries. It has investment in real assets. It offers its clients a range of different credit solutions, and in addition to capital, the Company offers management advice. Its investment portfolio consists of healthcare, education, food and beverages, diversified agribusiness, transportation, energy, and others.

Number of employees: 430

USD in Million	2022	Weight	2023	Weight	Delta
Management Fees 75.6 %	220	84.4 %	248	75.6 %	+12.76%
Performance Fees 22.4 %	30	11.7 %	73	22.4 %	+141.50%
Incentive Fees 1.2 %	6	2.3 %	4	1.2 %	-33.26%
Advisory and Other Ancillary Fees 0.8 %	4	1.6 %	3	0.8 %	-34.02%

USD in Million	2022	Weight	2023	Weight	Delta
Cayman Islands 65.7 %	160	61.9 %	215	65.7 %	+34.37%
Chile 16.2 %	52	20.1 %	53	16.2 %	+1.84%
Brazil 15.3 %	40	15.5 %	50	15.3 %	+24.93%
United States 1.3 %	3	1.3 %	4	1.3 %	+26.69%
Uruguay 0.7 %	-	-	2	0.7 %	-
Colombia 0.6 %	-	-	2	0.6 %	-
United Kingdom 0.2 %	-	-	1	0.2 %	-
British Virgin Islands 0.0 %	3	1.2 %	0	0.0 %	-99.26%

Managers	Title	Age	Since
Alexandre Saigh CEO	Chief Executive Officer	56	09-12-31
Ana Russo DFI	Director of Finance/CFO	58	22-12-31
Alexandre Coutinho CIO	Chief Investment Officer	-	15-12-31
Paulo de Freitas Cirulli CMP	Compliance Officer	-	16-12-31
Rogerio Pereira de Castro PRN	Corporate Officer/Principal	56	-
Ana Santos HRO	Human Resources Officer	55	19-12-31
Daniel Sorrentino PRN	Corporate Officer/Principal	43	00-12-31
André Sales PRN	Corporate Officer/Principal	50	-
Ricardo Leonel Scavazza PRN	Corporate Officer/Principal	46	-
Marco Nicola D'Ippolito PRN	Corporate Officer/Principal	48	23-05-16

Members of the board	Title	Age	Since
Jennifer Collins BRD	Director/Board Member	-	20-12-31
Pablo Echeverría Benítez BRD	Director/Board Member	-	21-11-30
Alexandre Saigh CEO	Chief Executive Officer	56	09-12-31
Olímpio Matarazzo Neto CHM	Chairman	64	09-12-31
Otavio Castello Branco BRD	Director/Board Member	65	09-12-31
Sabrina Foster BRD	Director/Board Member	50	19-12-31
Glen Wigney BRD	Director/Board Member	-	-

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	92,945,430	0	0	37.82 %
Stock B	1	57,784,383	57,010,542 ( 98.66 %)	0

Name	Equities	%	Valuation
Capital Research & Management Co. (Global Investors) 19.45 %	10,758,813	19.45 %	160 M $
Fidelity Management & Research Co. LLC 9.932 %	5,493,014	9.932 %	82 M $
Wellington Management Co. LLP 7.165 %	3,962,988	7.165 %	59 M $
Grandeur Peak Global Advisors LLC 6.991 %	3,866,811	6.991 %	57 M $
BlackRock Advisors LLC 5.907 %	3,267,121	5.907 %	48 M $
Capital Research & Management Co. (International Investors) 5.338 %	2,952,119	5.338 %	44 M $
Samlyn Capital LLC 4.043 %	2,236,119	4.043 %	33 M $
Pertento Partners LLP 3.819 %	2,112,284	3.819 %	31 M $
American Century Cos., Inc. 3.725 %	2,060,440	3.725 %	31 M $
Janus Henderson Investors US LLC 2.630 %	1,454,720	2.630 %	22 M $

Name	Equities	%	Valuation
Patria Holdings Ltd. 88.12 %	81,900,000	88.12 %	1 215 M $
Pablo Echeverría Benítez 3.892 %	3,617,260	3.892 %	54 M $

Name	Equities	%	Valuation
LAVORO LIMITED 87.05%	98,889,732	87.05%	660,088,961 $
PATRIA LATIN AMERICAN OPPORTUNITY ACQUISITION CORP. 98.43%	5,660,000	98.43%	65,825,800 $

Patria Investments Ltd.

18 Forum Lane Camana Bay

KY1-9006, George Town

http://www.patria.com

Trading Rating

Investor Rating

ESG Refinitiv

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

12.8 USD

Average target price

19.11 USD

Spread / Average Target

+49.31%

Consensus

Estimates Revisions

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Other Investment Management & Fund Operators

	1st Jan change	Capi.
PATRIA INVESTMENTS LIMITED	-17.47%	1.93B
BLACKROCK, INC.	-4.58%	115B
BROOKFIELD CORPORATION	+12.32%	66.18B
APOLLO GLOBAL MANAGEMENT, INC.	+17.46%	63.43B
BANK OF NEW YORK MELLON CORPORATION (THE)	+10.43%	42.98B
AMERIPRISE FINANCIAL, INC.	+11.88%	42.33B
3I GROUP PLC	+21.48%	35.05B
T. ROWE PRICE GROUP INC.	+4.01%	25.01B
STATE STREET CORPORATION	-3.03%	22.63B
PRINCIPAL FINANCIAL GROUP, INC.	+5.06%	19.37B

Other Investment Management & Fund Operators