Vinci Compass Investments Ltd. (VINP) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon and welcome to Vinci Compass Second Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. Later, we will conduct a question and answer session and instructions will follow at the time. As a reminder, this call will be recorded. I would now like to turn the conference over to Anna Castro, Investor Relations Manager. Please go ahead, Anna. Thank you and good evening everyone. Joining us today are Alessandro Horta, Chief Executive Officer, Bruno Zaremba, President of Finance and Operations, and Sergio Passos, Chief Financial Officer. Earlier today, we issued a press release, slide presentation, and our financial statements for the second quarter to 2026, which are available on our website at ir.vintercompass.com. I'd like to remind you that today's call may include far-looking statements which are uncertain and outside of the firm's control, and may differ from actual results materially. We do not undertake any duty to update these statements. For discussion of some of the risks that could affect results, please see the Risk Factors section of our 20F. We will also refer to certain non-GAAP ledgers and you'll find reconciliations in the release. Also note that nothing on this call constitutes an offer to sell or solicitation of an offer to purchase an interest in any vintage Compass fund. On results for the second quarter of 2026, Venture Compass generated fee-related earnings of R$ 88.7 million or R$ 1.35 per share, with an FRE margin of 32.5% and adjusted distributable earnings of R$ 63.3 million or R$ 0.96 per share. We declare a quarterly dividend of 17 cents on the dollar per common share, payable on September 9th to shareholders of record as of August 25th. With that, I'll turn the call over to Alessandro. ...