VEF: Finding Emerging Value - Redeye

Redeye initiates coverage of VEF, a specialised investment company that offers rare public market access to high-growth private fintech firms in emerging markets, including Brazil, Mexico, and India. With a proven NAV IRR of 12% since inception, a maturing portfolio (90% break-even) featuring gems like Creditas and Juspay, and a 45% NAV discount, Redeye argues investors are overlooking VEF’s underlying value and improved industry dynamics.

Länk till analysen i sin helhet: https://www.redeye.se/research/1137972/vef-finding-emerging-value?utm_source=finwire&utm_medium=RSS