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.
In 2025, technology and growth companies as a group benefited greatly from the enthusiasm surrounding artificial intelligence (AI), while investors paid less attention to many quality companies, holding companies, and serial acquirers. With the end of the year in sight, attention is turning to 2026. Will AI once again demand attention, or will the focus shift to quality companies?
We submit these questions to a panel of experts consisting of:
Michael Gielkens
Partner & co-owner – Tresor Capital
Kristof Heyndrikx
Founder – Potential Multibaggers & Best Anchor Stocks
Pieter Slegers
Founder – Compounding Quality & The Quality Investor
