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 attach the utmost importance to closely monitoring the companies in our portfolio. We can report with conviction that this day not only confirmed our conviction in your and our investment in Chapters Group but significantly strengthened it.

For an introduction, we advise you to read our earlier analysis on Chapters Group.

In a time when much communication takes place digitally and remotely, the personal accessibility, openness, and transparency of the management of Chapters and its subsidiaries were a breath of fresh air. We have rarely seen a company that provides such detailed insight into the strategy, operational improvements, and future plans. In this newsletter, we share the most important insights.