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The issues of the day dominate the stock markets, where the focus often extends no further than the next quarterly report. However, real value creation takes place over decades and generations. A culture of permanence forms the foundation for this. This very theme was the focus of a recent in-depth discussion in the
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Partner Michael Gielkens was recently a guest on Beating the Benchmark, a LinkedIn Live webinar by fintech company Performativ. During a conversation with Christian Lindvall, Tresor Capital's disciplined investment strategy was explained. This strategy underlies the outperformance that the family holding strategy has achieved since 2017 compared to
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Anyone who relies on standard financial screeners or a quick glance at traditional key figures runs the risk of making a crucial mistake: assessing all companies with the same yardstick. This 'one-size-fits-all' approach is particularly misleading when analyzing serial acquirers and family holding companies. These are not
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This week, Tresor Capital partner and co-owner Michael Gielkens was a guest for the second time on the Jong Beleggen podcast by Milou Brand and Pim Verlaan. This episode delves deeper into serial acquirers: companies that strategically grow through the systematic acquisition of other companies. Although most acquisitions
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This week, Tresor Capital partner and co-owner Michael Gielkens was a guest on the Jong Beleggen podcast by Milou Brand and Pim Verlaan. They discussed the unique characteristics of family businesses, and holding companies in particular. This was part one of a two-part series; the second will be in two weeks.