SIphotography The past few weeks have been very volatile as a result of:  Growing recession fears The Japanese carry-trade thing Second quarter result announcements And Iran's anticipated attack on Israel  It has caused some of my Top Picks to drop quite a bit, and today I want to review whether they present compelling opportunities to buy the dip. Let's start with Patria Investments, which is my biggest non-REIT position today: Patria Investments (PAX) For those of you who are not familiar with Patria, ...