Tresor Capital News | Investment Updates on Family Holding Companies

Family Holdings #2 - Headlines vs. Fundamentals: Private Equity & Software

Family Holding Companies

Family Holdings #2 - Headlines vs. Fundamentals: Private Equity & Software

Economy & Markets #2 - Trump plays real-life Risk

Economy & Markets

Economy & Markets #2 - Trump plays real-life Risk

Family Holdings #1 - Buffett steps down, Investor AB has been outperforming the stock market for 15 years

Family Holding Companies

Family Holdings #1 - Buffett steps down, Investor AB has been outperforming the stock market for 15 years

Deep Dives

Deep Dive - 3 Experts, 3 Strategies for 2026

Three experienced investors share their views on AI, quality, and valuation, and provide guidance on positioning for 2026.

Featured

Deep Dive - 3 Experts, 3 Strategies for 2026

Three experienced investors share their views on AI, quality, and valuation, and provide guidance on positioning for 2026.

Deep Dive - Value and growth at Tresor Capital Relationship Day November 2025

Deep Dive - Value and growth at Tresor Capital Relationship Day November 2025

An update on our performance in a turbulent market and why now is the time to get involved.

Tresor Capital featured on the podcast 'Talking Billions'

Tresor Capital featured on the podcast 'Talking Billions'

The issues of the day dominate the stock markets, where the focus often extends no further than the next quarterly report. However, real value creation takes place over decades and generations. A culture of permanence forms the foundation for this. This very theme was the focus of a recent in-depth discussion in the

Family Holdings #39 - Constellation Software Shares AI Vision: Founder Mark Leonard Steps Down

Family Holdings #39 - Constellation Software Shares AI Vision: Founder Mark Leonard Steps Down

This week's topics: The share of Constellation Software came under pressure this week after founder and figurehead Mark Leonard unexpectedly stepped down as president for health reasons, three days after a rare AI webinar. During that session, Constellation extensively discussed the impact of AI: how the company pragmatically implements applications, what efficiency gains

Tresor Capital partner Michael Gielkens at 'De Jong Beleggen' podcast on family holding companies

Tresor Capital partner Michael Gielkens at 'De Jong Beleggen' podcast on family holding companies

This week, Tresor Capital partner and co-owner Michael Gielkens was a guest on the Jong Beleggen podcast by Milou Brand and Pim Verlaan. They discussed the unique characteristics of family businesses, and holding companies in particular. This was part one of a two-part series; the second will be in two weeks.

Deep Dive - Chapters Group: More Than Just a German Constellation Software

Deep Dive - Chapters Group: More Than Just a German Constellation Software

Earlier this month, we traveled to Hamburg for the annual Capital Markets Day and shareholders meeting of Chapters Group (Frankfurt: CHG). As Tresor Capital, we consider it of utmost importance to closely monitor the companies in our portfolio. We can confidently report that this day

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Deep Dive - Boring software is now worth its weight in gold: our tips for 2026

Deep Dive - Boring software is now worth its weight in gold: our tips for 2026

Family Holdings #51 - HEICO proves once again why it is a quality compounder

Family Holdings #51 - HEICO proves once again why it is a quality compounder

Economy & Markets #51 - Europe finances Ukraine, Washington confronts Venezuela

Economy & Markets #51 - Europe finances Ukraine, Washington confronts Venezuela

Family Holdings #50 - TerraVest and SpaceX: rocketing upward

Family Holdings #50 - TerraVest and SpaceX: rocketing upward

Economy & Markets #50 - Playful scenarios for 2026 and a critical look at Private Equity

Economy & Markets #50 - Playful scenarios for 2026 and a critical look at Private Equity

Family Holdings #49 - Asseco takes the first steps of the Topicus blueprint

Family Holdings #49 - Asseco takes the first steps of the Topicus blueprint

Economy & Markets #49 - Europe is becoming divided in terms of pace and vision

Economy & Markets #49 - Europe is becoming divided in terms of pace and vision

Family Holdings #48 - MBB reveals its joker and Prosus steps out of Tencent's shadow

Family Holdings #48 - MBB reveals its joker and Prosus steps out of Tencent's shadow

Economy & Markets #48 - How a butterfly in Japan can cause a whirlwind in Brussels

Economy & Markets #48 - How a butterfly in Japan can cause a whirlwind in Brussels

Family Holdings #47 - Berkshire now buys Buffett's eternal regret share after all

Family Holdings #47 - Berkshire now buys Buffett's eternal regret share after all

Economy & Markets #47 - How Asian turmoil and AI doubts are testing market sentiment

Economy & Markets #47 - How Asian turmoil and AI doubts are testing market sentiment

Family Holdings #46 - Insider Purchases Indicate Undervaluation of Family Holdings

Family Holdings #46 - Insider Purchases Indicate Undervaluation of Family Holdings

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