Deep Dives
Deep Dive - 5 Buy-Rated Holding Companies According to Tresor Capital
Deep Dives
Deep Dives
Deep Dive - Thinking in Generations with Sofina at Tresor Capital Relationship Day, April 2026
On Wednesday 1 April 2026, we had the pleasure of welcoming no fewer than 135 relations at our relations day, once again a record. We are delighted that so many clients made the long journey to Maastricht, from Amsterdam, Bruges or Knokke, to attend this day. This time we were
Deep Dives
Deep Dive: Constellation Software gets serious about AI integration
A report on our one-on-one conversation with CFO Jamal Baksh about the recent results, the strategy around AI, and the recent major acquisition.
Deep Dives
Deep Dive: Meeting with Chapters management reinforces confidence in AI resilience
An analysis of the figures and strategy of Chapters Group following our conversation with management
Deep Dives
Deep Dive - Buffett successor Greg Abel immediately shows skin in the game
Investment holding company Berkshire Hathaway is entering a new era now that Warren Buffett is handing over the reins to Greg Abel. Despite weak quarterly results, the core remains intact: a strong balance sheet, strict capital allocation and a long-term focus.
Deep Dives
Deep Dive: Software and Private Equity in the Grip of Artificial Intelligence
The narrative that AI will fundamentally disrupt existing business models has, in a short period of time, led to substantial share price movements. Where previously we could speak of healthy caution towards technological disruption, we have now arrived at a phase of total irrationality.
Deep Dives
Deep Dive: AI versus VMS - Investors are throwing the baby out with the bathwater
The market seems to have already passed its verdict, with artificial intelligence (AI) supposedly delivering the death blow to niche software. We believe, however, that this fear is grossly exaggerated.
Deep Dives
Deep Dive - MBB Founder Nesemeier: "Aumann could surprise this year"
This week we spoke extensively with CEO, founder and majority shareholder Christof Nesemeier and CFO Torben Teichler of the German investment holding company MBB.