Latest news with #VinciPartnersInvestmentsLtd
Yahoo
13-05-2025
- Business
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Vinci Partners Investments Ltd (VINP) Q1 2025 Earnings Call Highlights: Strong Fundraising Amid ...
Release Date: May 12, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Vinci Partners Investments Ltd (NASDAQ: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 (NASDAQ: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. The appreciation of the Brazilian real against the US dollar negatively impacted Vinci Partners Investments Ltd (NASDAQ: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 (NASDAQ: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. Warning! GuruFocus has detected 10 Warning Signs with VINP. Q: Can you provide some insight into the expected growth range for fee-related costs over the next four years, considering the goal to improve the FRE margin to around 40%? Also, what was the impact of the Brazilian real appreciation on your FRE? A: Bruno Ariamba, President of Finance and Operations, explained that the business model's strong leverage allows for managing more AUM without significantly increasing costs. He expects FRE costs to remain disciplined, with only inflationary impacts anticipated. Regarding the real appreciation, the impact on FRE was not significant, with a 2 million positive impact on distributable earnings. A 10% depreciation in AUM would have a minimal effect on FRE revenue. Q: Could you clarify the drivers behind the 24 billion decline in the IPNS segment, particularly the 14 billion related to liquid TPD? Also, why was there a markdown in accrued performance, especially in private equity? A: Bruno Ariamba noted that the decline in accrued performance was mainly due to currency fluctuations, not asset performance. The markdown was due to exchange rate changes from the fourth quarter, and if rates stabilize, accrued performance should recover. Alessandro Arte, CEO, added that the net outflow in liquid TPD was around 7 billion reais, influenced by forex variations and market volatility, not specific asset classes or managers. Q: Is there a heavy agenda of capital returns in TPD alternatives this year, and how does it impact your revenue? A: Bruno Ariamba clarified that capital returns in TPD alternatives do not impact future revenue significantly, as fees are charged upfront during fundraising. The impact is more on semi-liquid businesses, but most TPD business is closed-end, so recurring fees are mainly affected by TPD liquid redemptions. Q: What are the expectations for the macro-political environment in Latin America, and how might it affect your business? A: Alessandro Arte expressed optimism about a more benign macro-political environment in the second half of the year, which could benefit their business. The company is prepared for AUM inflows and expects to capitalize on favorable conditions in various countries. Q: How often do you mark your funds, and when should we expect to see changes in accrued performance? A: Bruno Ariamba stated that local funds are marked once a year, while offshore funds are marked quarterly. Therefore, changes in accrued performance should be visible in the second quarter. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Yahoo
12-05-2025
- Business
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Vinci Partners: Q1 Earnings Snapshot
LEBLON-RIO DE JANEIRO, Brazil (AP) — LEBLON-RIO DE JANEIRO, Brazil (AP) — Vinci Partners Investments Ltd. (VINP) on Monday reported earnings of $9.6 million in its first quarter. The Leblon-Rio de janeiro, Brazil-based company said it had profit of 15 cents per share. Earnings, adjusted for stock option expense and non-recurring costs, came to 17 cents per share. The investments platform posted revenue of $40 million in the period. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on VINP at Sign in to access your portfolio
Yahoo
12-05-2025
- Business
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VINCI COMPASS REPORTS FIRST QUARTER 2025 EARNINGS RESULTS
RIO DE JANEIRO, May 12, 2025 /PRNewswire/ -- Vinci Partners Investments Ltd. (NASDAQ: VINP) ("Vinci Compass," "the Company," "we," "us," or "our"), the controlling company of a leading alternative investments and global solutions provider in Latin America, reported today its first quarter 2025 earnings results. Vinci Compass has issued a complete earnings release and a detailed presentation in the 'Quarterly Earnings' section of the company's website at: Alessandro Horta, Chief Executive Officer, stated, "The first quarter of 2025 is our first full quarter operating as Vinci Compass, and marks a meaningful milestone of six months since the closing of our business combination. During these six months we have advanced significantly in the integration of our combined platforms by fostering collaboration at every level - from operational synergies in our offices to the unification of expertise across management and commercial teams. By bringing together complementary capabilities and diverse perspectives, we have accelerated value creation and have been laying a strong foundation for sustainable growth across the short, medium and long term. In the first quarter we delivered strong fundraising results, with R$1.1 billion in capital subscriptions, mainly across our Credit segment, with remains a cornerstone of our strategic focus. We are actively scaling multiple initiatives across a wide range of strategies and geographies." Dividends Vinci Compass has declared a quarterly dividend of US$0.15 per share to record holders of common stock at the close of business on May 27, 2025. This dividend will be paid on June 10, 2025. Financial Highlights Vinci Compass posted Fee Related Earnings of R$65.7 million in the 1Q'25, or R$1.04 per common share. Adjusted Distributable Earnings of R$62.3 million in the 1Q'25, or R$0.98 per common share. Earnings Conference Call To access the conference call please visit the Events section of the Company's website at: For those unable to listen to the live broadcast, a replay will be available in the same section of the website. About Vinci Compass Vinci Compass stands as the premier partner for alternative investments and global solutions in Latin America. With nearly three decades of experience and local operations from eleven offices in Latin America and the US, our expertise spans: Private Equity, Credit, Real Estate, Infrastructure, Forestry, Equities, Global Investment Products & Solutions, and Corporate Advisory. Each segment is managed by specialized teams dedicated to investment and advisory excellence. As of March 2025, Vinci Compass had R$305 billion in assets under management and advisory. Forward-Looking Statements This press release contains forward-looking statements that can be identified by the use of words such as "anticipate," "believe," "could," "expect," "should," "plan," "intend," "estimate" and "potential," among others. By their nature, forward-looking statements are necessarily subject to a high degree of uncertainty and involve known and unknown risks, uncertainties, assumptions and other factors because they relate to events and depend on circumstances that will occur in the future whether or not outside of our control. Such factors may cause actual results, performance or developments to differ materially from those expressed or implied by such forward-looking statements and there can be no assurance that such forward-looking statements will prove to be correct. The forward-looking statements included herein speak only as at the date of this press release and we do not undertake any obligation to update these forward-looking statements. Past performance does not guarantee or predict future performance. Moreover, neither we nor our affiliates, officers, employees and agents undertake any obligation to review, update or confirm expectations or estimates or to release any revisions to any forward-looking statements to reflect events that occur or circumstances that arise in relation to the content of this press release. Further information on these and other factors that could affect our financial results is included in filings we have made and will make with the U.S. Securities and Exchange Commission from time to time. USA Media ContactKate Thompson / Tim RagonesJoele Frank, Wilkinson Brimmer Katcher+1 (212) 355-4449 Latin America Media ContactDanthi ComunicaçõesCarla Azevedo (carla@ (21) 3114-0779 Investor ContactShareholderRelations@ +1 (646) 559-8040RJ: +55 (21) 2159-6240 View original content: SOURCE Vinci Partners Investments Ltd.
