Q2 2025 Vef AB (publ) Earnings Call Transcript

Jul 16, 2025 / 01:00PM GMT
David Francis Nangle - Vef AB(publ)-Chief Executive Officer - Board Member

Good morning and good afternoon, everybody, and specifically good morning to everybody in New York, where I'm doing this call today. Welcome to our Q2 results presentation conference call off the back of our results, which were announced this morning. And with me, as always, on the call is our CIO, Alexis Koumoudos.

Quite a focused presentation for you today. We've got 14 slides in total, but 10 active. And we'll do that quite quickly and in a focused way, giving you the highlights and where we're thinking about everything and life at VEF and then happily open up for questions.

Before I get into the deck itself, maybe just some general opening comments on what we're seeing at VEF and through the prism of the markets. What I would say is that 2025 this year, it does continue the improving trends that we're seeing -- that we have seen gradually come through since the 2022 -- early 2023 lows for both public markets and our industry specifically. And this is something --

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