Patria Investments: Solid LATAM Focused Asset Manager

Bjorn Zonneveld
1.41K Followers

Summary

  • Patria has made a few acquisitions since going public, improving its platform.
  • The company is currently undervalued by slightly more than 10%.
  • The main catalysts are LATAM growth and diversification benefits.
  • The main risks are the LATAM governments and FX risks.

Flag on the map of brazil. Vintage Map and Flag of South America, Latin American Countries Series 3D Rendering

seungyeon kim/iStock via Getty Images

Recently, I expanded my position in Patria Investments (NASDAQ:PAX), an alternative asset manager that is active in LATAM. The LATAM market is expected to grow significantly faster than North America and Western Europe, which makes it

This article was written by

1.41K Followers
Graduated from one of the top business schools in Europe with an MSc in Finance and passed CFA level 1 in May of 2024. I focus on stocks with a strong competitive advantage and a strong management team. I am currently revising my own portfolio and own 9 stocks as well as some ETFs. After revision I aim to have between 10 to 15 stocks and a few broad ETFs.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of PAX, BAM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About PAX Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on PAX

Related Stocks

SymbolLast Price% Chg
PAX
--