Looking Back 2023, Looking Ahead 2024 And The Lindy Effect
Two of the fundamentals of our equity portfolio are our family holdings portfolio and the Turtle Creek Equity Fund….
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Monthly Bulletin November 2023
In our weekly newsletter, we regularly highlight developments within our portfolio…
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Monthly Bulletin October 2023
We regularly receive feedback from our relations on our newsletters. This shows that our messages are well read, for which, of course, thanks….
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Tresor Capital guest on podcast The Shareholder about holdings
Michael Gielkens was recently a guest on the podcast of The Shareholder on behalf of Tresor Capital. Together with presenter Nico Inberg, they discuss the surprise of the week, the (impact of the) interest rate environment and the recent quarterly…
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Constellation Software
Michael Gielkens comments on Constellation Software’s annual results in Canadian newspaper The Globe and Mail.
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Report Successful Relationship Day Tresor Capital
On Oct. 11, we hosted our first relationship day at the special location Kasteel Vaeshartelt, located at the end of the Groene Loper in Maastricht….
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Monthly Bulletin August 2023
In June’s monthly report, we cited a memo from Howard Marks. Marks, as co-founder of Oaktree Capital, is a renowned investor in private markets,…
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Monthly Bulletin July 2023
For months, the financial press has been writing about the path the economy will take. Analysts and commentators tumble over each other, with various indicators and charts proving them right….
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Monthly Bulletin June 2023
How can you measure current investor sentiment? That’s the question Howard Marks asked in his new memo…
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Monthly Bulletin May 2023
Since November 2022, Artificial Intelligence (AI, artificial intelligence) has been a hot topic due to the launch of ChatGPT…
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