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6	member 8/02/24 10:06AM Tax
om730, Question for you, and something I should know myself, how do you think about conversion of FRE to after tax FCF? Obviously Brazil is a high tax jurisdiction (~34%), and I generally think about Patria... login to read the rest view available tags
5	member 7/30/24 1:27PM Competition
Hello Compounders. Patria is the largest player in Latin American PE and has a 24% market share. Brazil, their biggest market, represents under 1% of global PE assets deployed. I do not think that Latam... login to read the rest view available tags
4	member 7/30/24 1:21PM Correction Cash and debt
Nola: Thank you for the correction, and I apologize to all VIC members for the mistake. Cash, excluding the SPAC related cash, is $24 million and there is a $73 million loan outstanding. 1 view available tags
3	member 7/29/24 10:33AM Net Cash
I don't think the company actually has a net cash position. I believe the cash you are seeing on the balance sheet is as a result of the SPAC raise, which is consolidated into the 2 view available tags
1	member 7/28/24 10:44AM CORRECTION FRE (Fee related earnings)
I meant to say FRE (Fee related earnings), ie net income excluding investment income and performance fees. In the write up I wrote FRE (fee related revenues) view available tags