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PAX or APO: Which Is the Better Value Stock Right Now?
ZACKS· 2025-07-24 16:41
Investors looking for stocks in the Financial - Investment Management sector might want to consider either Patria Investments (PAX) or Apollo Global Management Inc. (APO) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The pro ...
Should Value Investors Buy Patria Investments Limited (PAX) Stock?
ZACKS· 2025-07-10 14:41
While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they ...
Patria Announces Second Quarter 2025 Investor Call
Globenewswire· 2025-07-08 12:30
GRAND CAYMAN, Cayman Islands, July 08, 2025 (GLOBE NEWSWIRE) -- Patria (Nasdaq:PAX) announced today that it will release financial results for the second quarter 2025 on Friday, August 1, 2025, and host a conference call via public webcast at 9:00 a.m. ET. To register, please use the following link: https://edge.media-server.com/mmc/p/rpv5tvp5. 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/. Patria di ...
My Biggest New Investment For H2 2025: Blue Owl Capital
Seeking Alpha· 2025-07-04 12:15
Group 1 - The core investment opportunity identified for early 2025 is Patria Investments (PAX), which is an alternative asset manager experiencing rapid growth [1] - The company is currently offered at a favorable valuation despite its growth trajectory [1] Group 2 - A promotional offer is available for new subscribers, providing a discount of $100 off the first year, emphasizing the urgency of the offer [2] - The company invests significant resources, including thousands of hours and over $100,000 annually, into researching profitable investment opportunities [2]
My Biggest Investment For 2025: An Update On Patria Investments
Seeking Alpha· 2025-06-20 12:15
Earlier this year, I wrote an article entitled " My Biggest Investment for 2025 ", which explained that Patria Investments (NASDAQ: PAX ) had become my single largest holding.Join Now to Access Our Top Picks for July 2025!Your timing is perfect! We’ve just released our latest top investment picks, and by joining today, you’ll gain immediate access to these exciting opportunities.We invest thousands of hours and over $100,000 annually into researching the most profitable investment opportunities—all to bring ...
Patria Investments (PAX) Update / Briefing Transcript
2025-06-11 15:32
Summary of Patria's Infrastructure Business Conference Call Company Overview - **Company**: Patria - **Focus**: Infrastructure business, specifically in Latin America - **Key Personnel**: Robert Lee (Head of Shareholder Relations), Matt Cook (Investor at Potento Partners), Roberto Siddharra (Partner and Chief of Portfolio Management for Infrastructure) Key Points and Arguments Infrastructure Platform - Patria's infrastructure platform started in 2006 and is currently raising Development Fund V with over **$2.1 billion** in fee-paying commitments [5] - The platform has **$6.7 billion** in Assets Under Management (AUM), with **$3.7 billion** in fee-earning AUM and **$1.6 billion** in pending fee-earning AUM [5] - Infrastructure generated approximately **17%** of management fee revenues in Q1, with expectations for Infrastructure Fund III to be a major source of performance fee generation [5] Growth Potential - Infrastructure fee-paying AUM is expected to grow from **10%** to **12%-16%** of total fee-earning AUM, indicating a potential growth rate of over **30%** per annum [6] - Significant deployment opportunities exist, with an actionable pipeline of over **$400 billion** in the region over the next five years [7] Competitive Advantage - Patria has over **80 professionals** in its infrastructure business, including engineers and operations professionals, providing a competitive edge in generating consistent excess returns [6] - The firm has a specialized investment team organized into verticals, allowing for in-depth market knowledge and relationships [28] Market Opportunities - Recent privatizations in Brazil, such as SABESP (valued at over **$8 billion**) and Electrobras (valued at over **$12 billion**), present significant opportunities for Patria [16] - The firm is well-positioned to capitalize on upcoming auctions in various sectors, including **30,000 kilometers** of transmission lines and **5,000 kilometers** of toll roads, with expected CapEx exceeding **$20 billion** [93][95] Data Center Platform - Patria has launched a new data center platform called Omnia, starting with over **100 megawatts** in IT capacity and an initial commitment of around **$1 billion** [21][22] - The demand for data centers is expected to grow significantly, driven by advancements in AI and the availability of renewable energy in Brazil [24] Value Creation Strategy - Patria employs a hands-on approach to managing portfolio companies, focusing on operational efficiency and cost reduction [40][43] - The firm has successfully implemented strategic procurement initiatives, saving millions across its portfolio [45] - Examples of successful value creation include reducing operational expenses in toll roads by **15%-20%** and improving asphalt procurement strategies [43][66] Investor Relations and Fundraising - Strong relationships with Limited Partners (LPs) have led to co-investments and direct involvement in auctions, enhancing fundraising capabilities [75][76] - The firm has a track record of successful fundraising, with significant capital raised from sovereign wealth funds [6] Conclusion - Patria's infrastructure business is positioned for substantial growth, driven by a robust pipeline of opportunities, a competitive team, and a strategic focus on value creation. The firm aims to leverage its expertise to capture a significant share of the privatization and infrastructure development market in Latin America.
Patria(PAX) - 2021 Q1 - Earnings Call Presentation
2025-05-18 10:03
l least and the later the later the later the later the later the later the liness of the lates and | | PATRIA d like a manufacturer First Quarter 2021 Results MAY 20, 2021 Disclaimer This presentation may contain forward-looking statements within the meaning of Section 27A 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 such as "outlook," "indicator," "believes," "expects," " ...
Patria(PAX) - 2021 Q2 - Earnings Call Presentation
2025-05-18 10:02
ll log = 1 = || | PATRIA t = Second Quarter 2021 Earnings AUGUST 19, 2021 Disclaimer Gráficos R 217 G 217 B 217 R 64 G 64 B 64 R 220 G 230 B 242 R 185 G 205 B 229 R 0 G 67 B 109 R 142 G 180 B 227 R 55 G 96 B 146 R 1 G 40 B 65 R 0 G 67 B 109 R 110 G 163 B 196 R 1 G 40 B 65 This presentation may contain forward-looking statements within the meaning of Section 27A 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-lookin ...
Patria(PAX) - 2021 Q3 - Earnings Call Presentation
2025-05-18 09:57
Financial Performance - Patria reported GAAP Net Income of US$215 million for 3Q21 and US$1080 million year-to-date[8] - Fee Related Earnings (FRE) reached $218 million in 3Q21, a 25% increase compared to 3Q20 when adjusted for comparable compensation structure[11, 17] - Distributable Earnings (DE) amounted to $225 million in 3Q21 and $1137 million year-to-date[12, 15] - The company declared a quarterly dividend of $0140 per common share, payable on December 16, 2021[6, 12] Assets Under Management - Total Assets Under Management (AUM) stood at $151 billion as of September 30, 2021, reflecting an 18% increase year-over-year[6, 12, 24] - Fee-Earning AUM (FEAUM) totaled $92 billion as of September 30, 2021, up 22% year-over-year[12, 32] - Performance Revenue Eligible AUM (PREAUM) represented 84% of Total AUM, amounting to $127 billion[12, 24] Fundraising and Deployment - Total Fundraising reached $274 million over the Last Twelve Months (LTM)[12] - Total Deployment amounted to $18 billion year-to-date and $32 billion over the LTM[12] - Total Realizations reached $192 million over the LTM[12] Accrued Performance Fees - Net Accrued Performance Fees were $314 million as of September 30, 2021[12, 20]
Patria Investments (PAX) Earnings Call Presentation
2025-05-18 09:51
São Paulo Bogotá Montevideo Santiago Patria's New Growth Equity Strategy DECEMBER 2021 Kamaroopin Transaction Overview Disclaimer This presentation is for informational purposes only and does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any securities of Patria Investments Limited. The information contained herein does not purport to be all-inclusive. The data contained herein is derived from various internal and external sources. Any estimates or proje ...