Deep Dive – Topicus uses AI to maintain its lead
A report on the presentation by CFO Rob Eijbergen of TSS Public at Tresor Capital's client dinner, covering acquisitions, decentralised entrepreneurship, AI and the listing on the Venture Exchange.
On Wednesday 28 October, we welcomed our relations at Van Oys in Eijsden for Tresor Capital's client dinner. Following our own market update and the presentation by Mint Tower Capital on alternative investment solutions, the floor went to CFO Rob Eijbergen of TSS Public. He took the room on a journey through the world of investment holding company Topicus.com (Toronto: TOI) and answered a steady stream of questions from the audience. You can read the report on the other two presentations next week in the second part of this two-part series.
Eijbergen joined TSS as corporate controller in 2009 and has now worked there for seventeen years. He travelled to Eijsden together with General Counsel Joost Gerrits. We first got to know Eijbergen because he subscribed to this newsletter. By now, several more directors of Constellation and Topicus read along every week.
It was a special evening. Eijbergen had never before stood in front of a room full of investors and spent more than an hour in open conversation with our relations, who were able to put their questions to him directly. In this report, you will read how Topicus's acquisition model works from the inside, why the company gives its directors so much freedom, and the vision behind that approach. We have written about AI many times in this newsletter, but this was the first time we heard directly from a director how Topicus assesses the changes and what the impact on the businesses has been so far. The audience also asked how Topicus differs from comparable companies and what Eijbergen thinks of newcomer Bending Spoons. Finally, the listing on the Venture Exchange came up, a topic that is being scrutinised more and more often. We share the key statements, the questions from the audience and our own interpretation.
Together with Constellation, Topicus is a significant position in our family holding company strategy. Would you like to know how we invest in such companies and what that could mean for 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.
