Patria Investments’ Post

Last week we announced the results for our first quarter of 2024. Our solid performance reflects growth in key areas and progress towards our multi-year targets and goals. Patria’s unique approach combines the knowledge of its investment leaders, sector experts and company managers with its own local market experience. We continue to demonstrate resilience through challenging markets, and the ability to deliver value to clients and shareholders as the gateway for alternative investments in Latin America. Check out our highlights for 1Q2024 and access the full presentation to learn more: https://lnkd.in/dy7Tq5CR  #PatriaInvestingToTransform #AlternativeInvestments

Over the last 15 years, Europe’s Mid-Market has become a beacon of success for investors and a catalyst for growth in the European economy. In our latest commentary, Patria Investments' Merrick McKay explores the remarkable achievements of Europe's Mid-Market: 📈 Financially overperforming the MSCI Europe Public Market Equivalent by 9.7% pa. 🏅 A job creation powerhouse: PE-backed portfolio companies had a job creation rate of 6.9% in 2021 - far exceeding the 1.2% for all European businesses. Read more from our exclusive series of articles from members of our LP Council ➡️ https://lnkd.in/e53uTSaq #PrivateEquity #VentureCapital #infrastructure #EconomicGrowth #JobCreation #investors #LP #LPs #limitedpartners

It was such a privilege to see our very own Ros McKay GAICD and Cbus Super Fund on a panel at the Responsible Investment Association Australasia (RIAA) conference today talking about how super funds are navigating the dual objectives of profit and purpose. #responsibleinvesting #socialandaffordablehousing #sustainableproperties

Patria Investments announced today an agreement for the carve-out acquisition of a Private Equity solutions business from abrdn.   Team and platform manage $7.8 billion in Fee Earning Assets Under Management across mid-market Primaries, Secondaries and Co-investment strategies. The deal will launch Global Private Markets Solutions as a new investment strategy vertical for Patria in 2024 – Global Private Markets Solutions (“GPMS”) – which will further develop a complementary pillar of growth to serve as a gateway for Latin American investors to access private markets on a global scale.    Patria currently manages $1.3 billion of Fee Earning AUM (“FEAUM”) through feeder funds that direct Latin American capital to global private markets, which have been active for more than 10 years. On a pro forma basis, GPMS is positioned to launch with an aggregate FEAUM of over $9 billion.   The transaction will bring Patria in-house expertise in high-demand strategies that offer diversified exposure and an attractive performance track record. This business will increase Patria’s permanent capital AUM, further diversify our product menu, and should deliver an accretive earnings stream for our shareholders.   For further information, access our Investor Relations website: https://lnkd.in/dTaJVNZM   #PatriaInvestingToTransform #PrivateEquity

To all Fund managers investing in SMEs (including start-ups) developing innovative technologies with dual use potential have a look to this new instrument: Equity Facility Fund

📌 Juan Pablo Cucalon R. from our #LatAm #privateclient team looks forward to meeting with participants at the Colombia Family Office & Investor Summit, organised by Black Bull Investors Club on 20-21 March in Bogotá, Colombia. He will be part of an active panel discussion on the best #successionplanning practices to preserve and protect #familywealth.🌱 Please drop Juan Pablo a line if you wish to meet with him at the event. 📩 To learn more 👇 #TeamTridentTrust #estateplanning #wealthstructuring

Everyone is recording everything these days... It does amaze me how much additional data, as well as increased sophistication of investment software is out there. The evolution of investment market data since I started as a junior consultant in 2010 has been staggering. It's hard to truly summarise and encapsulate this journey in a brief presentation. The main consistent truth is I always appreciate being able to adapt and learn with my clients/the industry on what helps improve stock picking and portfolio construction! #equityresearch #asx #equities #financialservices #visiblealpha #australia #marketdata

Today we announced our 2Q24 results. Our performance highlights continued growth in key strategic areas as we make steady progress towards our near and long-term goals. At Patria, we harness the investment expertise of our investment leaders, sector specialists, and company managers, enriched by our deep understanding of the local markets in which we invest. This drives our investment decision making and enhances the resiliency of our investment returns in the face of fluctuating markets. It's through this process that we strive to deliver value to our investors and act as their gateway to alternative investments in Latin America.   Dive into our Q2 2024 highlights to find out more: https://lnkd.in/dW9AeqwY #PatriaInvestments #BuildALegacy

The big investment deals (>1B EUR) have disappeared. Resilience in dealmaking in 2023 has been boosted by nonDACH European investors resulting in 26.1% of DACH PE deal value.  My prediction? It will take up to three years for the big deals to return. What do you think? #PEdeals #investors #europe

Outlook for private markets Once again, Torsten Slok et al of Apollo Global Management, Inc. has put out a monthly outlook for private markets. Including focus on Private Equity deal activity (slide 24ff), Public and private market drawdown periods (slide 14) as well as comparing public and private markets (slide 6). Link: https://lnkd.in/ee9JQeK9 #credit #apollo #leveragedfinance