Company: PAX
Filing Date: 2025-05-15
Form Type: 20-F
Source: 0001628280-25-025640
Chunk: 141

Company: Patria Investments Ltd
Filing Date: 2025-05-15
Form: 20-F
Item: Item 4
Chunk 141
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 best practices. Particularly relevant for Patria’s private equity and infrastructure portfolio.

7. Key Performance Indicators (KPIs): monitoring, measuring and periodic reporting of material environmental, social, and governance aspects, based on our Responsible Investment Fundamentals.

8. Responsible Business Action Plans Execution in Ownership: monitoring, supporting and calibrating the implementation of Action Plans.

9. Divestment: preparation of material environmental, social, and governance related information to analyze a company’s integral performance for divestment purposes.

Patria’s Responsible Investment team sits within the management and transformation business area, which reports to the Chief Portfolio Officer, and leads active ownership of the portfolio.

In 2022, we hired a Head of Responsible Investment with 20 years of experience in sustainability management and oversight in multiple industries in Latin America. The area currently has a dedicated team and it is supported by an external counsel with expertise on the matter, as well and external consultants for screening of new thesis and due diligence of target companies, as well as other special projects and initiatives.

Responsible investment oversight and implementation (which fall under the responsibility of the Responsible Investment team and portfolio companies) is further described in the Responsible Investment Policy.

People & Career

We work tirelessly to attract, develop, and maintain our talent. We believe in the collective, but we recognize the importance of each one of our team members. We look for the best in class, the problem-solvers, who approach challenging issues with an innovative and creative mindset, striving for excellence in everything they do. We value the proactive and hands-on individuals carrying an entrepreneurial spirit to transform ideas into real opportunities.

We and our portfolio companies offer multiple career and development opportunities, a combination of financial markets, strategic consulting and management within our investees. At Patria, each individual is ultimately responsible for their own career path, and our partnership is open to all based on meritocracy: performance and values.

Today, we have five seniority levels of investment professionals. Our analysts and associates go through rotations across different practice areas to enhance their development and to identify their talents. Our vice presidents and directors are encouraged towards specialization, in order to achieve elevated levels of performance. Finally, our managing directors and partners extend their range of operation and responsibility as partners with management responsibilities.

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We have a simple yet structured employee life cycle. When recruiting, we run well-reasoned processes looking for people with our values and a good fit within our culture and the required technical background and