Patria Investments (PAX)

• Market cap: $1.76B
• 1 day: 0.88%
• 5 days: -9.87%
• 1 month: -8.51%
• 3 months: 0.44%
• 6 months: -7.03%
• Year to date: -24.97%
• 1 year: -26.73%
• 5 years: -42.16%
• 10 years: -42.16%

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]

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

4% more funds holding

Funds holding: 119 [Q2] → 124 (+5) [Q3]

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

3.42% less ownership

Funds ownership: 82.27% [Q2] → 78.85% (-3.42%) [Q3]

10% less capital invested

Capital invested by funds: $584M [Q2] → $526M (-$57.8M) [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 22% upside
• Avg. target: $14 22% upside
• High target: $14 22% upside

1 analyst rating

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

Goldman Sachs Tito Labarta 31% 1-year accuracy 5 / 16 met price target

22% upside $14

Buy Maintained

22 Oct 2024