Group 1: Centerra Gold Inc. (CGAU) - Centerra Gold Inc. is a metals mining company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 7.6% over the last 60 days [1] - The company offers a dividend yield of 1.2%, which is higher than the industry average of 0.0% [1] Group 2: Patria Investments Limited (PAX) - Patria Investments Limited is a private equity company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 1.6% over the last 60 days [2] - The company has a dividend yield of 3.5%, compared to the industry average of 2.6% [2]

Group 1: Centerra Gold Inc. (CGAU) - Centerra Gold Inc. is a metals mining company with a Zacks Rank of 1 [1] - The Zacks Consensus Estimate for Centerra's current year earnings has increased by 7.6% over the last 60 days [1] - The company has a price-to-earnings ratio (P/E) of 12.65, significantly lower than the S&P's P/E of 25.66 [1] - Centerra Gold possesses a Value Score of B [1] Group 2: Patria Investments Limited (PAX) - Patria Investments Limited is a private equity company with a Zacks Rank of 1 [2] - The Zacks Consensus Estimate for Patria's next year earnings has increased by 1.6% over the last 60 days [2] - The company has a price-to-earnings ratio (P/E) of 11.35, which is lower than the industry average of 24.60 [2] - Patria Investments possesses a Value Score of A [2]

Core Insights - In 2026, investors are expected to prioritize companies with consistent earnings growth, as this indicates profitability, but earnings acceleration is even more critical for driving stock prices higher [1][8] - Research shows that top-performing stocks often experience earnings acceleration before their share prices rise [1] Earnings Acceleration - Earnings acceleration refers to the incremental growth in a company's earnings per share (EPS), specifically when the quarter-over-quarter earnings growth rate increases over time [2] - This metric helps identify stocks that have not yet attracted investor attention, which can lead to a price rally once they are recognized [3] Earnings Growth Trends - An increasing percentage of earnings growth suggests a company is fundamentally sound, while a stagnant or decelerating growth percentage may indicate consolidation or a slowdown, potentially dragging prices down [4] Screening Parameters - Stocks should be screened based on the last two quarter-over-quarter EPS growth rates exceeding previous periods' growth rates, with projected EPS growth rates for the upcoming quarter expected to surpass prior periods [5][6] - Additional criteria include a current price of at least $5 and an average 20-day trading volume of 50,000 or more to ensure adequate liquidity [7] Top Stocks Identified - Screening for accelerating EPS growth narrowed the universe of approximately 7,735 stocks to just 11, with Silicon Laboratories Inc. (SLAB), Patria Investments Limited (PAX), and Fabrinet (FN) leading the list [8] - Expected earnings growth rates for 2026 are 197.8% for SLAB, 22.8% for PAX, and 16.1% for FN [8][9][10][11]

Company Performance - Affiliated Managers Group (AMG) shares have increased by 12.5% over the past month and reached a new 52-week high of $271.48 [1] - The stock has gained 44.7% since the beginning of the year, outperforming the Zacks Finance sector's 14.3% increase and the Zacks Financial - Investment Management industry's decline of 17.3% [1] Earnings and Revenue - AMG has consistently exceeded earnings consensus estimates, reporting EPS of $6.1 against a consensus of $5.83 in its last earnings report [2] - For the current fiscal year, AMG is projected to achieve earnings of $25.36 per share with revenues of $2.08 billion, reflecting an 18.73% increase in EPS and a 1.78% increase in revenues [3] - The next fiscal year forecasts earnings of $30.15 per share on revenues of $2.24 billion, indicating year-over-year changes of 18.91% for EPS and 7.95% for revenues [3] Valuation Metrics - AMG currently trades at 10.6 times the current fiscal year EPS estimates, below the peer industry average of 12.1 times [7] - The stock's trailing cash flow basis is at 10.9 times, compared to the peer group's average of 11.5 times, and has a PEG ratio of 0.59, positioning it favorably for value investors [7] Zacks Rank and Style Scores - AMG holds a Zacks Rank of 2 (Buy) due to rising earnings estimates [8] - The stock has a Value Score of A, a Growth Score of C, and a Momentum Score of B, resulting in a combined VGM Score of B [6][9] Industry Comparison - Patria Investments Limited (PAX) is a notable peer with a Zacks Rank of 2 (Buy) and a Value Score of A, indicating a competitive position within the industry [10] - PAX is expected to post earnings of $1.49 per share on revenues of $342.25 million for the current fiscal year, having beaten consensus estimates by 15.38% last quarter [11] - The Financial - Investment Management industry is performing well, ranking in the top 28% of all industries, suggesting favorable conditions for both AMG and PAX [12]

Group 1 - The event is the third edition of PAX Talks, focusing on Patria's Global Private Market Solutions (GPMS) and its approach to generating Alpha in middle market private equity [1][2] - Andre Medina leads the Shareholder Relations at Patria and introduces the session, while Charles Keenan, with a background in public markets portfolio management, will lead the Q&A [1] - Merrick Mckay, a partner and head of Private Equity for GPMS, has over 30 years of experience in the European private equity industry and is involved in various advisory roles [2] Group 2 - The format of the event is a fireside chat Q&A, allowing participants to submit questions for discussion [3] - There is a reminder regarding forward-looking statements, indicating that the information shared may not guarantee future performance [3][4]

Group 1 - HarborOne Bancorp reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.19 per share, and showing an increase from $0.18 per share a year ago, resulting in an earnings surprise of +21.05% [1] - The company posted revenues of $45.44 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.77%, compared to $43.27 million in the same quarter last year [2] - HarborOne Bancorp shares have increased approximately 3.9% since the beginning of the year, while the S&P 500 has gained 8.1% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $0.21 on revenues of $44.35 million, and for the current fiscal year, it is $0.75 on revenues of $174.27 million [7] - The Zacks Industry Rank for Banks - Northeast is currently in the top 23% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

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]

Core Insights - Ares Management is expected to report a year-over-year increase in earnings and revenues for the quarter ended March 2025, with earnings projected at $0.94 per share (+17.5%) and revenues at $913.68 million (+24.1%) [3][4] - The actual results will significantly influence the stock price, depending on whether they meet or exceed expectations [2][4] - The consensus EPS estimate has been revised down by 4.34% over the last 30 days, indicating a bearish sentiment among analysts [4][10] Earnings Expectations - The earnings report is scheduled for May 5, 2025, and could lead to stock price movement based on the comparison of actual results to expectations [2] - Ares Management currently has an Earnings ESP of -0.61%, suggesting analysts have lowered their earnings outlook [11] - The company holds a Zacks Rank of 4 (Sell), complicating predictions of an earnings beat [11][16] Historical Performance - In the last reported quarter, Ares Management had an expected EPS of $1.29 but delivered only $1.23, resulting in a surprise of -4.65% [12] - Over the past four quarters, Ares Management has beaten consensus EPS estimates twice [13] Industry Context - Another player in the investment management sector, Patria Investments, is also expected to report earnings of $0.25 per share (+19.1%) with revenues of $81.42 million (+34.4%) [17] - Patria Investments has an Earnings ESP of -8.00% and a Zacks Rank of 4 (Sell), indicating a challenging outlook for beating consensus estimates [18]

Company Overview - Patria is a global alternative asset manager and industry leader in Latin America, founded over 35 years ago [2] - The company has total assets under management of $41.9 billion and operates in 13 cities across 4 continents [2] - Patria aims to generate attractive long-term investment returns through a diversified platform that includes strategies in Private Equity, Infrastructure, Credit, Real Estate, Public Equities, and Global Private Markets Solutions [2] Upcoming Financial Results - Patria will release its financial results for the first quarter of 2025 on May 2, 2025 [1] - A conference call via public webcast will be held at 9:00 a.m. ET on the same day [1] - The webcast replay will be available on the Shareholders section of Patria's website for those unable to attend the live broadcast [1]

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on March 23, 2023 UNITED STATES SECURITIES AND EXCHANGE COMMISSION UNDER THE SECURITIES ACT OF 1933 Lavoro Limited (Exact Name of Registrant as Specified in Its Charter) Not Applicable (Translation of Registrant's name into English) Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT Cayman Islands (State or Other Jurisdiction of Incorporation or Organization) 2870 (Primary Standard Industrial Classification Code Number) Not Applicabl ...