Director, Hiber Capital Management

Juan Pedro Rodríguez Serrate

With over 15 years of experience spanning the financial and healthcare sectors, Mr. Rodríguez Serrate has held diverse roles across academia, industry, sell-side analysis, and buy-side investing. This multifaceted background empowers him to deliver insightful analyses and investment decisions that drive superior performance. His buy-side tenure includes positions at a number of investment funds where he has maintained consistent responsibilities as an Equity Capital Markets (ECM) generalist and healthcare specialist. Mr. Rodríguez Serrate evaluates investment opportunities through rigorous, fundamental bottom-up analysis, leveraging an extensive network, advanced modeling, and valuation expertise to generate high-impact, actionable trading ideas.

Director

Hiber Capital Management

Equity Capital Markets

Verisure Holding / Equity Capital Markets

<ul>
<li>Verisure offers a resilient, recurring-revenue model with strong growth visibility and leading share in Europe’s underpenetrated home security market. </li>
<li>IPO valuation implies a small, justified premium to security peers, reflecting superior margins, scalability, and customer stickiness.</li>
<li>Despite high leverage, Verisure’s predictable cash flow and market leadership support solid post-IPO trading potential.</li>
</ul>


Verisure offers a resilient, recurring-revenue model with strong growth visibility and leading share in Europe’s underpenetrated home security market. 
IPO valuation implies a small, justified premium to security peers, reflecting superior margins, scalability, and customer stickiness.
Despite high leverage, Verisure’s predictable cash flow and market leadership support solid post-IPO trading potential.


Verisure: Justified Small IPO Premium to Peers Reflects Quality and Growth Profile