Vinci Compass Investments Ltd (NAS:VINP)

Q1 2025 Vinci Partners Investments Ltd Earnings Call Transcript

May 12, 2025 / 09:00 PM GMT

Release Date Price: $10.08 (-0.10%)

Transcript

Key Points

Positve

Vinci Partners Investments Ltd (VINP) reported strong fundraising results with 1.1 billion reais in capital subscriptions during the first quarter of 2025, marking their most active first quarter in recent years.
The company successfully completed the second closing of its long-term private credit fund in Peru, raising over 600 million reais from institutional investors.
Fee-related earnings increased by 22% year over year, reaching 65.7 million reais in the first quarter.
Vinci Partners Investments Ltd (VINP) maintained its position as the leading partner to Chilean pension funds, holding a close to 20% market share.
The company is well-positioned to capture potential capital inflows into Latin America, which is seen as a stable region amid global geopolitical shifts.

Negative

The appreciation of the Brazilian real against the US dollar negatively impacted Vinci Partners Investments Ltd (VINP)'s reported AUM, leading to a 7% decrease quarter over quarter.
There were net outflows in the global IPNS segment, primarily due to capital returns and net flows in other substrategies.
The company experienced a markdown in accrued performance, mainly due to currency fluctuations affecting offshore funds.
There was a trend of redemptions across Vinci Partners Investments Ltd (VINP)'s equity funds, although foreign investors began returning as net buyers.
The macroeconomic uncertainty subdued activity in the corporate advisory segment, resulting in no material revenue from this area during the quarter.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

VINP.OQ - Vinci Partners Investments Ltd
Q1 2025 Vinci Partners Investments Ltd Earnings Call
May 12, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to Vinci Compass first quarter 2025 results conference call. At this time, all participants are in a listen-only mode. Later we will conduct a question and answer session and instructions will follow at that time.

As a reminder, this call will be recorded.

I would now like to turn the conference over to Ana Castro, investor relations manager. Please go ahead, Anna.

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Unidentified_2 [2]
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Thank you and good evening everyone. Joining us today are Alessandro Arte, Chief Executive Officer, Bruno

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