Company contacts

Investment universe

We define the group of companies in which we can invest as our investment universe. 

In line with our bottom-up approach we closely follow the press releases and financial reports of companies in our investment universe. We take notice of the research that brokers are publishing. We also attend presentations, visit companies and speak with management on a regular basis. On average we have 300 company contacts per year.

Of all these company contacts we make reports for our files. When we have an exclusive meeting with a company we follow a strict approach. We always prepare such a meeting carefully and evaluate it internally.

This group of companies is not static. Companies disappear by mergers and acquisitions and IPOs add new companies.

Note that the list of company contacts is not an exact representation of our investment universe. Some companies are included in the investment universe where we did not have a meeting for the past 12 months. From time to time we also have meetings with companies outside of our existing investment universe that are interesting or that will be added to the universe in the future.

In the last 12 months we had the following company contacts.

Company contacts

Company

Jan 2021

Feb 2021

Mar 2021

Apr 2021

May 2021

Jun 2021

Jul 2021

Aug 2021

Sep 2021

Oct 2021

Nov 2021

Dec 2021

Aalberts V V 2
AB Inbev V 1
Accell V V 3
Accsys V V 2
Acerinox V 1
Adidas V V 2
ADVA V 1
Ageas V V 2
Agrana V 1
AHOLD V 2
Ahold Delhaize V V V V 4
Akka V 1
AkzoNobel V V 2
Alfen V 1
Amadeus Fire V 1
Amag V 1
Amplifon V V 2
Antares Vision V 1
Aperam V V 3
Aquafil V 1
Arcadis V V V 3
ASM International V V 2
ASML V V 2
AT&S V V V 3
Aumann V 1
Aurubis V V V V V 6
Auto1 V 2
Azelis V 1
B&S Group V V V 3
Barco V V V V 4
BASF V 1
Basic Fit V 1
Basler V V 2
Bauer V 1
Bayer V 2
BayWa V 1
Bechtle V V V 3
Befesa V V V V V 5
Bekaert V V V 3
Beneteau V 1
Bertrandt V 1
BESI V 1
Biesse V V 3
BMW V V V V 4
Borussia Dortmund V 1
Bpost V V 2
Brembo V 1
Brenntag V V V 3
Brunel V V 2
Carel V V 2
Carl Zeiss Meditec V V V V 4
Cementir V V 2
Cewe V V V 3
CFE V 1
Cherry V 1
CIE Automotive V V 2
cliq Digital V 1
CM.com V 1
Coca Cola Europacific Partners V 1
Colruyt V 2
Compagnie Des Alpes V 1
Compugroup V V 2
Corbion V 1
Covestro V V V V 5
Cropenergies V 1
CTAC V V 2
Datagroup V 1
Datalogic V 1
Delignit V 1
Deutsche Post V V V 3
Deutz V V 2
Diasorin V 1
Do & Co V V 2
Drillisch V V 2
DSM V V 2
Duerr V V V 3
Ebro Foods V V 2
Eckert & Ziegler V 1
Edag V V 2
El.En V V V 3
ELICA V V V V 4
Elmos V V 2
ElringKlinger V V 2
Eurofins V V V 3
Euronav V V V V V 6
Evonik V V V V 5
Faurecia V 1
Fielmann V 1
FlatexDegiro V V 2
Fluidra V 1
Fuchs Petrolub V V V V V 5
Geox V 1
Gerresheimer V 1
Gerry Weber V 1
Gestamp V 1
GK Software V 1
Glanbia V 1
Greenyard V 4
GVS Group V 1
Hapag-Lloyd V V V V V 5
Hawesko V V 2
Heineken V 1
Hella V 1
Hellofresh V V 2
Henkel V 1
Hgears V V 2
Hoffman Green Cement V 1
Holiday Check V 1
Home24 V V 2
Hornbach V V V 4
Hugo Boss V 1
IBU-tec V 1
IMCD V V 2
IndelB V V 2
Interpump V V V 3
Intred V 1
Inwit V 1
JDC V 1
JDE Peets V 1
Jenoptik V V 2
Jost Werke V V V V 4
Jungheinrich V 1
Kendrion V V V 3
Kingspan V 1
KION V V 2
Knaus Tabbert V V V 3
Knorr Bremse V V V V 4
Koenig & Bauer V 1
KPN V 1
Krones V 1
Kuka V 1
KWS Saat V V 2
La Francaise de l'energie V 1
Lanxess V V 3
Leifheit V 1
Lenzing V V 2
Leoni V 1
LPKF V V V 3
Lu-Ve V 1
Maisons du Monde V 1
Marel V V V V V 5
Mayr-Melnhof V 1
Melexis V V 2
Mensch Und Mashine V 1
MTU Aero Engines V 1
Nabaltec V 1
Nedap V V 2
Nemetschek V 1
Nexus V 1
NFON V 1
Norma V V V V 5
NOVEM V 1
OHB V 1
Ordina V 1
Origin V 1
Orsero V 1
OVS V 1
Palfinger V V V V 4
Paragon V 1
Philips V V V 3
Piaggio V V 2
Pierer Mobility V 1
PostNL V V V V V V 8
Prima Industrie V 1
ProsiebenSat1 V 1
Proximus V 1
PSI V 1
PVA Tepla V V V V 4
PWO V 1
q.beyond V 1
R. Stahl V 1
Randstad V V V V 4
Rational V V V V V 6
Recticel V 1
Renewi V V 2
Reno de Medici V V 2
Ringmetall V 1
Rosenbauer V 2
Royal Dutch Shell V 1
RTL Group V 1
S&T V 1
SAF Holland V V 2
Sartorius V V V 3
Schaeffler V 1
Schaltbau V 1
Schoeller-Bleckmann V V 2
Seco V 1
Semperit V V V V V 5
SES SA V V 2
Shop Apotheke V V 3
Siemens V 1
Siemens Energy V V 2
Signify V V V 3
sixt V 1
Sligro V V 2
SLM Solutions V 1
Smurfit Kappa V V 2
Software AG V V V V 4
Sol Group V V 2
Stabilus V V 2
Steico V 1
Stellantis V 1
Stemmer Imaging V 1
Stratec V V V 3
Suess Microtec V V 2
Symrise V 1
TakeAway V 1
Takkt V V 2
Teamviewer V 1
Technogym V V V 3
Technotrans V V 2
Telefonica Deutschland V 1
Telekom Austria V 1
Terna V 1
TKH group V V 2
Total Produce V 1
Traton V V V V 4
TUI V V 2
Umicore V V V V 6
Uniphar V 1
USU Software V 1
Valsoia V 1
Va-Q-Tec V V V V 4
Varta V V V 3
Vectron V 1
Voestalpine V 1
Vorwerk V V 2
Vossloh V 1
Wacker Chemie V V V V V V 6
Wacker Neuson V 1
Wallstreet:online V 1
Washtec V V 2
Wienerberger V V V V V 6
Wolters Kluwer V 1
XFab V V V 3
Zalando V V V 3
Zignago Vetro V 1
Zooplus V V V 3
Zumtobel V V 2
Total 15 51 67 33 51 31 24 48 47 18 60 27 472