I. Market Opportunity
Our target geographies, India, Indonesia, The Philippines, and Vietnam, display strong growth, yet massive market inefficiencies remain.
- Young, high density population of 2+ billion
- 50%+ smartphone penetration in target geographies
- Deepening talent pool
- Market inefficiencies disproportionately affect low-income populations:
- Underbanked and lacking financial services
- Sold worst products, at worst prices, with worst service
- Limited economic advancement opportunities
II. Investment Strategy: Patamar's Three Pillars
We invest in companies that:
Build Distribution Platforms to Better Serve Low-income Communities
Develop Life Enhancing Products and Services for Low-Income Communities
Reconfigure Supply Chains to Better Serve Low-income Producers
III. Demonstrable Results
The firm makes equity investments in early stage (series A) businesses in South and Southeast Asia and selective growth-stage (series B) investments. Patamar Capital actively supports all portfolio companies, helping them scale, achieve commercial success, and generate long term capital appreciation.
By addressing market inefficiencies, the firm’s investments will seek to unlock economic value not only for Limited Partners, but also for low-income communities who are disproportionately affected by these inefficiencies. Therefore, Patamar Capital reports on the social impact of its investments, including the number of low-income individuals impacted and the economic value realized by these individuals (e.g. increase in income, increase in savings).
GENDER LENS INVESTING
By applying a gender lens, we believe we can unlock economic opportunities and drive positive social change.
Patamar Capital is committed to gender lens investing because the management team believes such a focus will help the firm make better investment and portfolio management decisions. Doing so also enhances the culture inside Patamar and helps us attract diverse talent to our team. We believe that analyzing gender patterns and gender bias will allow us to identify undervalued opportunities and result in better investment decisions and improved return for investors.
The firm considers a number of lenses:
- 1) Status of women in society and in recent sectors;
- 2) Products & services that benefit women;
- 3) Women in Women-led businesses;
- 4) Gender equity in the workplace.
“Gender lens investing is incorporating a gender lens analysis in a financial analysis to get better decisions”Criterion Institute