Guilherme Grespan

Ricardo Buchpiguel

Pedro Leduc

Tito Labarta

Beatriz Bomfim de Abreu

Lindsey Shema

William Buonsanti Barranjard

- Vinci Compass Investments Ltd. (VINP) demonstrated significant growth, with **Assets Under Management (AuM)** increasing approximately **6x** from R$ 50 billion in 2020 to **R$ 304 billion** in 2Q'25, and **Fee Related Earnings (FRE)** growing by a **15% CAGR** from R$ 201 million in 2Q'23 LTM to **R$ 264 million** in 2Q'25 LTM.  **[1826286_0000950103-25-012945_dp235543_ex9901.htm:8]** **[1826286_0000950103-25-012945_dp235543_ex9901.htm:56]** 
- The company is acquiring **50.1% of Verde Asset Management**, a transaction expected to close in **Q4 2025** and be **immediately accretive on a double-digit basis to FRE per share**.  **[1826286_0000950103-25-012945_dp235543_ex9901.htm:13]** 
- VINP has set ambitious **2028 targets**, aiming for **Fee Related Revenues of ~R$ 1.6 billion** (a ~22% CAGR from 2Q'25 LTM), **Fee Related Earnings of ~R$ 600 million** (a ~26% CAGR), and a **fundraising target of R$ 100 billion** from 2H'25 through 2028.  **[1826286_0000950103-25-012945_dp235543_ex9901.htm:11]** 
- Since its IPO, VINP has allocated capital to **M&A (R$ 417.7 million)**, **buybacks (R$ 345.7 million)**, and distributed **R$ 898.4 million (US$ 3.05 per share) in dividends**, reflecting a disciplined capital allocation strategy.  **[1826286_0000950103-25-012945_dp235543_ex9901.htm:54]**

Vinci Compass Investments Ltd. Reports Growth, Announces Acquisition, and Sets 2028 Targets

- Vinci Compass Investments reported **Total Fee Related Revenues of R$232,733 thousand** and **Segment Distributable Earnings of R$89,088 thousand** for the second quarter of 2025.  **[1826286_2170396:138]** 
- The company operates with a **pan-regional presence** across seven Latin American countries, the US, and Europe, emphasizing diversified funding and asset allocation, with **Real Assets comprising 76%** of its segments breakdown.  **[1826286_2170396:19]** 
- Vinci Compass manages **R$18 billion in AuM** for Global Investment Solutions  **[1826286_2170396:60]**  and **US$280 million in Forestry AuM**  **[1826286_2170396:72]** , and has significantly expanded its investment strategies from 2020 to 2025, particularly in Global IP&S, Credit, and Real Assets.  **[1826286_2170396:115]** 
- Key capital allocation priorities include developing **Alternative Capabilities in LatAm Ex-Brazil**, sustaining a strong capital distribution profile to shareholders, and continuing capital commitment to funds and strategies, having distributed **US$3.05 per share** as dividends and buybacks since its IPO.  **[1826286_2170396:112]**

Vinci Compass Investments Highlights Strategic Growth and Financial Performance at Investor Day 2025

- Vinci Compass Investments announced a partnership with **Beje Asset Management (VEG)**, which will add **BRL 16 billion of AUM** and is expected to be **immediately accretive on a double-digit basis to FRE per share**.  **[1826286_2171054_10]** 
- The company set three-year targets until **fiscal year 2028**, aiming for **BRL 100 billion in fundraising**, a **22% CAGR in fee-related revenues** (from BRL 800 million LTM to BRL 1.6 billion), and a **23% CAGR in fee-related earnings (FRE)** (from BRL 264 million LTM to BRL 600 million).  **[1826286_2171054_9]** **[1826286_2171054_57]** 
- VINP plans to expand its **FRE margin by 10 percentage points** by FY 2028, driven by the VEG acquisition (4 percentage points) and organic operating leverage (6 percentage points).  **[1826286_2171054_9]** **[1826286_2171054_57]** 
- The firm is strategically focused on regional expansion, capturing secular growth in **private credit**, and increasing its discretionary AUM mix, while also highlighting significant investments in **infrastructure**, such as the acquisition of a controlling stake in the **Rio de Janeiro International Airport**.  **[1826286_2171054_9]** **[1826286_2171054_33]**

Vinci Compass Investments Outlines Growth Strategy and Announces Acquisition

- **Vinci Compass Investments Ltd. (VINP)** announced the acquisition of a **50.1% stake** in **Verde Asset Management**.  **[1826286_0000950103-25-012881_dp235566_6k-vincicompassacq.htm:0]** **[1826286_0000950103-25-012881_dp235566_ex9901.htm:0]** 
- Verde Asset Management brings **R$16 billion in assets under management (AUM)**, enhancing Vinci Compass’ Global Investment Products and Solutions.  **[1826286_0000950103-25-012881_dp235566_ex9901.htm:1]** 
- The transaction is expected to be immediately accretive to FRE/share on a **double-digit basis** and low-to-mid single-digit accretive to Distributable Earnings per share.  **[1826286_0000950103-25-012881_dp235566_ex9901.htm:1]** **[1826286_0000950103-25-012881_dp235566_ex9901.htm:2]** 
- The initial consideration for the 50.1% stake includes **3.1 million new Class A common shares** and **R$46.8 million in cash**, with the transaction anticipated to close in the **fourth quarter of 2025**.  **[1826286_0000950103-25-012881_dp235566_ex9901.htm:2]**

Vinci Compass Announces Acquisition of 50.1% Stake in Verde Asset Management

- Vinci Compass Investments Ltd. (VINP) announced an agreement to acquire a **50.1% stake** in Verde Asset Management.  **[1826286_20251006SP91499:0]** **[1826286_20251006SP91499:1]** 
- Verde Asset Management brings **R$16 billion in Assets Under Management (AUM)** and is a leading multi-strategy asset manager in Brazil.  **[1826286_20251006SP91499:0]** 
- The transaction is expected to be **immediately accretive to FRE/share on a double-digit basis** and low-to-mid single-digit accretive to Distributable Earnings per share.  **[1826286_20251006SP91499:1]** 
- The acquisition will enhance Vinci Compass's Global Investment Products and Solutions (Global IP&S) product shelf and discretionary AUM mix.  **[1826286_20251006SP91499:0]** 
- The transaction is anticipated to close in the **fourth quarter of 2025**.  **[1826286_20251006SP91499:1]**

- Vinci Compass reported **R$304.1 billion** in Assets Under Management (AUM) as of June 2025, marking a **339% year-over-year increase** primarily due to the combination with Compass and the acquisition of Lacan.  **[1826286_0000950103-25-011663_dp234264_ex9901.htm:1]**  
- For the second quarter of 2025, Adjusted Distributable Earnings (DE) grew **30% year-over-year** to **R$75.8 million**, with Adjusted DE per share at **R$1.20**.  **[1826286_0000950103-25-011663_dp234264_ex9901.htm:1]**    
- Total Fee Related Revenues for Q2 2025 reached **R$232.7 million**, an **85% increase** compared to the same period last year.  **[1826286_0000950103-25-011663_dp234264_ex9901.htm:1]**   
- The company declared a **quarterly dividend of US$0.15 per common share** for Q2 2025, payable on September 9, 2025.  **[1826286_0000950103-25-011663_dp234264_ex9901.htm:1]**   
- New capital formation in Q2 2025 totaled **R$3.6 billion**, contributing to **R$12 billion** in appreciation, capital subscriptions, and net inflows across various strategies.  **[1826286_0000950103-25-011663_dp234264_ex9901.htm:1]**

Vinci Compass Reports Strong Q2 2025 Financial Results with Significant AUM Growth

- Vinci Compass, a leading full-service alternative asset manager in Latin America, reported **R$304 billion** in Assets Under Management (AUM) as of September 2025.  **[1826286_2144845:0]** 
- For the second quarter of 2025 (2Q'25), Adjusted Distributable Earnings (Adj. DE) increased **30% year-over-year** to **R$76 million**, with Adj. DE per share of **R$1.20**.  **[1826286_2144845:6]** 
- Total Fee Related Revenues for 2Q'25 grew **85% year-over-year** to **R$232,733 thousand**, while Realized Performance Fees increased **87% year-over-year** to **R$17 million**.  **[1826286_2144845:6]** **[1826286_2144845:8]** 
- The company declared a quarterly dividend of **US$0.15** per common share for 2Q'25.  **[1826286_2144845:6]** **[1826286_2144845:44]**

Vinci Compass Investments (VINP)