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Added to YB: 2024-01-18

Pitch date: 2024-01-17

VINP [bullish]

Vinci Compass Investments Ltd.

+32.64%

current return

Author Info

Quipus Capital is an investment knowledge repository, i.e. a growing compendium of information about companies and industries, from the perspective of a long-only, long-term, operator-mindset investor. I look at hundreds of global companies, read a lot, and build expert networks. I condense all that information in Quipus and send it to you, ideally not more than once or twice a month. Sign up for the newsletter.

Company Info

Vinci Compass Investments Ltd. operates as an asset management firm in Brazil. It operates through six segments: Global Investment Products & Solutions (IP&S), Credit, Private Equity, Equities, Real Assets, and Corporate Advisory.

Market Cap

$4.0B

Pitch Price

$9.78

Price Target

N/A

Dividend

5.37%

EV/EBITDA

13.61

P/E

23.33

EV/Sales

3.93

Sector

Capital Markets

Category

value

Show full summary:
Waiting For A Brazilian Recovery, Vinci Partners Remains Resilient

$VINP: Prominent Brazilian alt manager w/ BRL65B AUM, strong ROIC & ops leverage. Unleveraged w/ $200M cash, trades at low multiples despite recovery potential. Ares partnership enhances AUM growth & fund sales. Resilient AUM raises BRL3.5B in tough market, upside from lower rates & performance fees.

Read full article (6 min)