Deep Dive - 5 Buy-Rated Holding Companies According to Tresor Capital

On 18 April an extensive article appeared in Trends magazine in which we, as Tresor Capital, were mentioned. In it, Michael Gielkens shared his 5 favourite stocks. The emphasis was on attractively valued (buy-worthy) holding companies and serial acquirers. We are happy to share this article with the readers of our newsletter as well.

Introduction: Invest in companies where insiders hold a large stake

Which stocks, bonds or funds deserve extra attention? In this column, market experts share their favourite picks. This week it is the turn of Michael Gielkens, partner and co-owner of Tresor Capital, an independent Dutch wealth manager based in Maastricht. Since the end of 2016, he has managed a portfolio focused on family-controlled holding companies and serial acquirers. In 2021 he became partner and co-owner. The core idea is to invest in companies where insiders hold a large stake, so that their interests align with those of the shareholders.

This article was translated automatically from Dutch using AI. In case of any difference, the Dutch original prevails. Read the original in Dutch.