Aktuellt
SENASTE
VEF’s holdings delivered another strong quarter with 20% NAV growth. Recent industry deals have shown that investors are increasingly rewarding emerging market fintech, and we highlight that VEF offers unique access to 12 leading VC fintechs (~75% in Latin America). We see several potential near-term NAV catalysts, such as a probable financing round in Creditas (38% of GAV), which could lead to significant growth in the coming year; thus, we have raised our fair value to SEK3.2–4.4 (2.6–4.2).
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