Group 1 - Vinci Partners Investments Ltd. reported Q1 2025 earnings, marking the second quarter after the merger with Compass and the first with a complete three months of integration [1] - The company focuses on long-only investment strategies, evaluating companies from an operational and buy-and-hold perspective, rather than market-driven dynamics [1] - Quipus Capital emphasizes understanding the long-term earnings power of companies and the competitive dynamics of their industries, advocating for a cautious approach to investment [1] Group 2 - The article indicates that most investment calls will be holds, reflecting a design choice to maintain a healthy skepticism in a bullish market [1] - A very small fraction of companies are deemed suitable for a buy at any given time, highlighting a selective investment strategy [1]
Vinci Partners Is Taking Long To Execute, But I Keep My Buy Rating