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.
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