Michael Gielkens provided a webinar on February 27, 2024 on behalf of Tresor Capital on the YouTube channel of investor platform The Shareholder. Together with presenter Nico Inberg, ten family holding companies that Tresor Capital has in its portfolio, or is considering adding to its portfolio, were discussed.
Discussed are why it may be attractive for investors to add the shares of such holdings to their portfolios, how Tresor Capital selects these holdings and what the returns of the Tresor holding strategy have been since launch at the end of 2016.
Issues such as the underlying family, distinguishing characteristics, value added and (under)valuation are covered for all holdings, and what returns might be expected under certain scenarios.
The video can be viewed on The Shareholder’ s YouTube channel here.
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