Deep Dive – Beyond the noise of today and investing in the value of tomorrow at the Tresor Capital Client Event
On Wednesday 28 October we welcomed 130 relations to our relations day, once again a great turnout. The evening took place at Van Oys in Eijsden, just outside Maastricht. After a reception, the programme opened with our own update on the portfolios. Investor relations manager Bart Bijmolen then explained on behalf of Mint Tower Capital how a stable annual return is achievable, regardless of whether financial markets rise or fall. Finally, CFO Rob Eijbergen of TSS Public presented the investment holding company Topicus.com.
In this second part of our report we discuss our own update and Mint Tower's presentation. The report on the Topicus.com presentation appeared recently in the first part of this two-part series. You can read it back below.
Michael Gielkens
Steward of your wealth
Partner Michael Gielkens opened our own update with an explanation of our approach to investing. We manage our clients' wealth as a steward and handle it with the same care as our own money. We are independent, know our clients personally and take every investment-related worry off their hands. In doing so, we choose quality companies at a reasonable price and, as co-owners, look many years ahead. Moreover, we invest our own money in the same strategy, which aligns our interests with those of our clients.
"Today's wealth for tomorrow's generation."
Every portfolio is built around our family holding strategy. Within it, we invest in listed investment companies in which a family or founder sets the strategy and thinks in generations. With a single share in such a holding company, a client gains access to a broad portfolio of listed and non-listed companies. A holding company also works with permanent capital and therefore never has to sell companies when investors ask for their money back. As a result, it can seize opportunities during turbulent times that other investors have to pass up.
Far from every holding company builds value in a sustainable way. We therefore first check whether the family or founder has a significant amount of their own money invested in the holding company. In addition, the holding company must have been profitable for many years and must achieve a high return on invested capital. That high return must be protected by a durable competitive advantage. We also look for good diversification across the underlying companies and a strong balance sheet with little debt.
Together with the family holding strategy, specialised equity strategies, alternative investments, gold and private market solutions such as real estate and private equity form the building blocks of our clients' portfolios. Would you like to know how our expertise in these areas can help you preserve and grow your wealth? We would be happy to talk with you. Request a no-obligation introductory meeting.
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.
