Deep Dive – 3 experts, 3 strategies for 2026
Three experienced investors share their views on AI, quality and valuation and offer guidance on positioning for 2026.
As a group, technology and growth companies benefited handsomely in 2025 from the enthusiasm around 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 dominate the headlines, or will the focus shift back towards quality companies?
We put 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 & De Kwaliteitsbelegger
This article was originally written in Dutch and automatically translated into English with the help of AI. In case of any difference, the Dutch original prevails.
