Tresor Capital featured on the podcast 'Talking Billions'
The issues of the day dominate the stock markets, where the focus often extends no further than the next quarterly report. However, true value creation takes place over decades and generations. A culture of permanence forms the foundation for this.
This very topic was the focus of a recent in-depth discussion on the Talking Billions podcast. Tresor Capital partner Michael Gielkens was a guest on the show hosted by Bogumil Baranowski, founder of Blue Infinitas Capital and an outspoken advocate of long-term asset management. The full interview can be viewed via the link below.
Bogumil Baranowski is an internationally respected investor, author, and TEDx speaker with over twenty years of experience in advising families and fortunes with a distinctly long-term horizon. With Blue Infinitas Capital, he manages equity portfolios for asset owners with so-called patient capital and a virtually infinite investment horizon. His philosophy is based on the preservation and growth of wealth across generations, viewing investing as a means to build a lasting legacy and give meaning to capital.
In Talking Billions, Baranowski explores the many facets of prosperity and a rich, fulfilling life. The podcast features conversations with investors, thinkers, entrepreneurs, and authors who are engaged in long-term value creation and preservation. This theme fits seamlessly with Tresor Capital's vision.
The conversation with Michael Gielkens focuses, among other things, on the unique resilience of European family businesses. Gielkens shows how stable family shareholding guarantees the continuity of companies and enables a long-term vision that is at odds with the short-term pressure of Wall Street. Using historical luxury brands as examples, he illustrates how these companies were able to weather crises and grow into iconic names thanks to committed ownership.
In addition, Tresor Capital's investment philosophy is discussed in detail. A key principle is skin in the game: investing in companies where owners and management have a substantial stake and where interests are structurally aligned with those of other shareholders. According to Gielkens, this partnership approach forms the basis for sustainable returns and long-term capital preservation.
The conversation also touches on broader themes such as capital allocation by serial acquirers, the importance of return on incrementally invested capital, avoiding value traps, and dealing rationally with market volatility. Ultimately, the focus shifts from numbers to meaning: success is not measured solely in terms of returns, but also in terms of relationships, reputation, and the ability to transfer value to future generations.
We warmly invite you to listen to the entire conversation and learn about this shared vision on long-term investing and wealth accumulation.
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This publication has been prepared by Tresor Capital with the utmost care. The information is intended to be general in nature and does not focus on your individual situation. The information should therefore expressly not be regarded as advice, an offer or proposal to purchase or trade investment products and/or purchase investment services nor as investment advice. The authors, Tresor Capital and/or its employees may hold position in the securities discussed, for their own account or for their clients.
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