Deep Dives

Deep Dive – Asseco as the architect of the next Polish growth era

We discuss three reasons why Asseco could grow into the digital champion of Central Europe.

Joep Dikken Michael Gielkens

Joep Dikken, Michael Gielkens

— 10 min read
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Deep Dive – Asseco as the architect of the next Polish growth era
HRA Architekci

As investors in Asseco Poland (Warsaw: ACP), we do not view the company in isolation from its environment. Poland's economic story of the past three decades is one of the greatest European success stories, but the next leap still needs to be made. Poland's now-mature economy must undergo a digital transformation, and Asseco Poland is exceptionally well positioned to benefit from this further growth in what is already an impressive story.

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.

Joep Dikken · Tresor Capital

I'm Joep Dikken, investment analyst at Tresor Capital. With a background in financial economics, I focus on monitoring portfolio companies, carrying out fundamental analysis and identifying new investment opportunities. More from Joep Dikken

Michael Gielkens · Tresor Capital

I'm Michael Gielkens, partner and co-owner of Tresor Capital. Investing has been my great passion for years: from analysing holding companies and serial acquirers to building long-term strategies. What was once a hobby is now my job. More from Michael Gielkens

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