Nu Holdings is a customer-centric fintech in emerging markets with strong management alignment and data-driven credit capabilities.
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Evan Vanderveer - Customers are the North Star
Oct 9, 2026
Bill Brewster interviews Evan Vanderveer of Vans Capital about his investment philosophy, which focuses on 'customer fanatic' founder-led companies in emerging markets. The discussion highlights the evolution of their strategy toward high-quality, platform-based businesses like Kaspi, MercadoLibre, and Nu Holdings, emphasizing the importance of alignment and prudent credit management.
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MercadoLibre is a high-quality, customer-centric platform that effectively uses data science for credit underwriting.
Kaspi is an exceptional super-app platform in Kazakhstan with a founder-led management team that is highly aligned and prudent.