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enPatria Equities
Patria Equities is one of Patria’s business units, with a dedicated team of 22 professionals who bring extensive knowledge and expertise in managing liquid assets across Latin America. The platform currently manages seven strategies — two of which are based in Brazil — totaling $2 billion in assets under management.
The platform combines a solid track record and a comprehensive product offering, leveraging Moneda’s equities management history and Patria’s business operator know-how.
| R$ 2 billion total AUM | LatAm expertise | 7 strategies |
| LatAm specialists | 22 professionals with extensive multi-territorial and multi-sectoral knowledge | |
| 30 year track record | Long-lasting relationships | 80% of AUM from clients who have been with Patria 12+ Years (long-term customer relationships) |
Fundamental and associative approach with deep macro-regional and market knowledge
Quality Oriented
- Long-term competitive advantages
- Preference for value creation over low multiples
- Search for fundamental pricing errors
Active Share
- High, concentrated on high-conviction, company-specific investments
- Periodic risk review at country, market, and asset levels
Fundamental long-term Bottom-up researchs
- Sector knowledge with local expertise
- Responsible Investment as a value lever
- Index agnostic
Market Leaders
- With the ability to create value
- With a history of solid and long-term returns
Fundamental and associative approach with deep macro-regional and market knowledge
Value Oriented
Target profile
- Companies: sector leaders and consolidators
- Preference for value creation over low multiples
- Sectors: secular growth – either fragmented, consolidated or matured industries
Target business model
- Value Creators: high value and long-term consistency
- Low leverage and refinancing risk: efficient capital structure and low or no need for refunding
- Internal Strengths: leverage on internal capabilities rather than external events
Responsible Investment
- Environmental: sustainable operations and focus on carbon emissions reduction
- Social: positive impact
- Governance: alignment with minority shareholders, good character
Patria’s platform as a lever for value generation and long-term consistency in Equities
how we craft value
- +35 years creating and supporting market leaders in different key sectors of the regional economy
- Deep multi-territorial and multi-sectoral knowledge
- Know-how as business owners and operators
+350 Profissionais de Investimentos em diferentes verticais e setores
+50 Empresas geridas nos Portfólios de Private Equity e Infraestrutura
+350 Investment Professionals in different verticals and sectors
+50 Companies managed in the Private Equity and Infrastructure verticals
+320 M&As executed in the Private Equity platform
+400 LatAm companies covered in the Credit business unit
+400 +400 Transactions executed in the Secondaries platform
20 Listed REITS with regional coverage
+usd 20bn invested in infrastructure projects in Latin America
Patria Investiments
Patria is a leading alternative investment firm with over 35 years of specialized experience in key resilient sectors. Our unique approach combines our knowledge of investment leaders, sector experts and companies’ managers, with on-the-ground local experience. With over U$40 billion pro forma assets under management and a global presence, we provide attractive and consistent returns in long-term investment opportunities, while creating sustainable value for the regions where we operate.
Asset Classes: Private Equity, Infrastructure, Credit, Public Equities, Global Private Market Solutions, and Real Estate.
Investment Regions: Latin America, Europe and US
