Patria Investments

Investors looking for quality businesses with strong balance sheets typically have to choose between growth and yield. However, on rare occasions, Mr. Market offers quality opportunities that provide both yield and growth. We share 2 of some of our top picks of the moment that combine these traits and appear set to soar.» Mehr auf seekingalpha.com

Patria Investments remains a bullish pick due to its strong reputation, growing AUM, and attractive valuation, despite modest price returns in the past year. Macro headwinds in Brazil and currency depreciation limited performance, but core business fundamentals and fee-related earnings growth remain robust. Management's confidence and reaffirmed guidance, along with strong fundraising momentum, support my continued positive outlook on Patria's stock.» Mehr auf seekingalpha.com

Infrastructure stocks are my favorite place to invest. However, there is a dark side to investing in infrastructure stocks. I share what this dark side is and how to position your infrastructure portfolio for long-term outperformance.» Mehr auf seekingalpha.com