John Heck's questions to Jefferson Capital, Inc. / DE (JCAP) leadership • Q2 2025
Question
John Heck from Jefferies inquired about the composition of recent portfolio deployments and whether there were any notable changes in the mix. He also asked for an update on supply and pricing dynamics across the various asset classes Jefferson Capital specializes in, such as credit card, personal loans, and telecom.
Answer
David Burton, CEO, responded that the deployment mix remains consistent with recent trends, highlighting the continued growth in insolvency deployments in the U.S. and Canada. He confirmed that supply trends from the first quarter have persisted, with increased portfolio supply seen across all asset classes.