Oleg Elkov
Dear readers/followers,
Many of my recent articles have focused on REITs. Today I want to focus on Financials, which is another sector I am bullish on, and I believe you should be too. In particular, I want to look at an alternative
Patria Investments: An Underappreciated Asset Manager That Could Double In The Next Three Years
Summary
- Patria Investments is an undercovered stock that deserves much more recognition than it's getting.
- The company has delivered superb results since their IPO, growing their AUM by 88% in less than 2 years.
- The company has a very experienced management team whose interests are well aligned with shareholders and whose vision is to double their Fee Earning AUM by 2025.
- If management can deliver, this company could deliver 37% returns over the next three years and potentially 10x over the next decade.
- I am very bullish on the stock and believe that it could follow the same trajectory that Blackstone did since their IPO.
David Ksir has extensive private equity experience in finance and European real estate. He manages a small 8-figure family office focused on generating reliable dividend income through value investing.
David also contributes to the High Yield Landlord which is led by Jussi Askola and has a team of 5 other top Seeking Alpha REIT and income analysts. They help investors become passive landlords with their 8% yielding real estate portfolio. Service features include: three portfolios (core, retirement, international), community through chat room, buy/sell alerts, and educational content.
Disclosure: I am associated with another SA contributor Deep Value Explorer.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in PAX over the next 72 hours. 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.
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