Patria Investments (PAX)

• Market cap: $1.87B
• 1 day: 0.74%
• 5 days: 0.82%
• 1 month: 3.46%
• 3 months: 10.55%
• 6 months: -6.48%
• Year to date: -20.08%
• 1 year: -14.86%
• 5 years: -38.39%
• 10 years: -38.39%

About: Patria Investments Ltd is a private markets investment firm. It seeks to provide global and Latin American investors with attractive investment products that allows portfolio diversification and consistent returns.

Employees: 430

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

50% more funds holding in top 10

Funds holding in top 10: 2 [Q2] → 3 (+1) [Q3]

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

5% more funds holding

Funds holding: 118 [Q2] → 124 (+6) [Q3]

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

3.41% less ownership

Funds ownership: 82.26% [Q2] → 78.85% (-3.41%) [Q3]

10% less capital invested

Capital invested by funds: $584M [Q2] → $526M (-$57.7M) [Q3]

78% less call options, than puts

Call options by funds: $389K | Put options by funds: $1.77M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $14 14% upside
• Avg. target: $14 14% upside
• High target: $14 14% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Goldman Sachs Tito Labarta 29% 1-year accuracy 2 / 7 met price target

14% upside $14

Buy Maintained

22 Oct 2024