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

Jul 2021

Aug 2021

Sep 2021

Oct 2021

Nov 2021

Dec 2021

Jan 2022

Feb 2022

Mar 2022

Apr 2022

May 2022

Jun 2022

Aalberts V 1
AB Inbev V 1
Acciona Energia V 1
Accsys V 1
Acerinox V V 2
Adidas V 1
ADVA V 1
Ageas V V 2
Agrana V V V V 4
Ahold Delhaize V V V 4
Aixtron V V 2
Akzo Nobel V V V 4
Amadeus Fire V 1
AMAG V 1
Amplifon V 1
Antares Vision V 1
Aperam V 2
Applus V 1
Aquafil V V 2
Arcadis V V 2
ASM International V V V 3
ASML V V V 3
AT&S V V 2
ATOSS V 1
Aumann V 1
Aurubis V V V V 5
Azelis V V V 3
B&S Group V V 2
Barco V V V V 4
BASF V 1
Basic Fit V V 2
Basler V V 2
Bechtle V 1
Befesa V V V V 4
Beiersdorf V 1
Bekaert V V V 3
Beneteau V 1
Bertrandt V 1
BESI V V V 3
Biesse V 1
Big Ben / Nacon V 1
Bike24 V 1
BMW V V 2
Bonduelle V 1
Borussia Dortmund V 1
Brembo V 1
Brenntag V V V 3
Brunel V 1
CAF V 1
Carel V 1
Carl Zeiss Meditec V V V 3
Cementir V V V V 4
Cewe V 1
Cherry V V V 3
CM.com V 1
Colruyt V 2
Compagnie Des Alpes V 1
Compleo V 1
Compugroup V V V 3
Corbion V 1
Covestro V V V 4
Cropenergies V 1
Datalogic V 1
Deutsche Post V V V 4
Deutz V V 2
Do & Co V 1
Drillisch V 1
DSM V V 2
Duerr V V 2
Ebro Foods V 1
Eckert & Ziegler V 1
Edag V V 2
Einhell V 1
El.En V V V V 5
ELICA V V 2
Elmos V V 2
ElringKlinger V 1
EMAK V 1
Eurofins V V 2
Euronav V V V V 7
Eutelsat V 1
Evonik V V V 4
Exasol V 1
Fashionette V 1
Fielmann V 1
Fluidra V 1
Forvia V V 2
Frequentis V 1
Fuchs petrolub V V V V V 5
GEA V 1
Geox V 1
Gerresheimer V 1
GK Software V 1
Greenyard V V 4
Hapag-Lloyd V V V 3
Hawesko V V 2
Heidelberger Cement V 1
Heineken V 1
Hellofresh V 1
Henkel V 1
Hgears V V 2
Hoffman Green Cement V 1
Home24 V 1
Hornbach V V V 4
Hugo Boss V V 2
Iberdrola V 1
IMCD V V V V V 5
Indra V 1
Infineon V 1
Interpump V 1
Intred V 1
Iren V 1
JDE Peets V V 2
Jenoptik V 1
Jost Werke V V V 3
Jungheinrich V 1
Katek V 1
Kendrion V V 2
KION V V 2
Knaus Tabbert V V 2
Knorr Bremse V V V 3
Koenig & Bauer V 1
Kontron V 1
Krones V 1
KWS Saat V V V 3
La Francaise de l'energie V V 2
Lanxess V 2
Lectra V 1
Leifheit V 1
Lenzing V V 2
Lotus Bakeries V 1
LPKF V V 2
Lu-Ve V 1
Maisons du Monde V 1
Marel V V 2
Marley Spoon V 1
Mayr-Melnhof V V V 3
Medios V 1
Melexis V V 2
Mensch & Machine V 1
Nabaltec V V 2
Nedap V 1
Nemetschek V 1
Nexus V V V 3
Norma V V 2
NOVEM V 1
OHB V V 2
Ordina V 1
Orsero V 2
OVS V 1
Palfinger V V V V V V 7
Pfeiffer Vacuum V 1
Philips V 1
Piaggio V V 2
Plastic Omnium V 1
PostNL V V V 4
Prima Industrie V 1
ProsiebenSat1 V 1
PSI V 1
PVA Tepla V V V V V 5
q.beyond V 1
Randstad V V 2
Rational V V 3
Recticel V 1
Renewi V V V 3
Reply V 1
RTL Group V 1
SAF HOLLAND V 1
Salzgitter V V 2
SAP V 1
Sartorius V V 2
Schaeffler V 1
Schoeller-Bleckmann V V 2
Seco V V V 3
Semperit V V V V 4
SES V 1
SES SA V 1
Siemens V 1
Siemens Energy V 1
Signify V V 2
Sligro V V 2
Software AG V V V V V 5
Soitec V 1
SOL V 1
Solvay V V V 3
ST Microelectronics V 1
Stabilus V 1
Steico V 1
Stellantis V 1
Stemmer Imaging V 1
Stratec V V 2
Suess Microtec V V V 3
Symrise V 1
Synlab V 1
TakeAway V 1
Takkt V V 2
Teamviewer V 1
Technogym V V V 3
Technoprobe V 1
The Navigator Company V 1
ThyssenKrupp V 1
Tie Kinetix V 1
Titan Cement V 1
TKH Group V V 2
Traton V V 2
Umicore V V V 3
USU Software V V 2
Va-Q-Tec V V V V 4
Varta V V 2
Vectron V 1
Vidrala V V 2
Vilmorin V 1
Virbac V 1
Viscofan V V V 3
Vorwerk V 1
Wacker Chemie V V V V 4
Wacker Neuson V 1
Wallbox V 1
Wallstreet:online V 1
Washtec V V V 3
Wienerberger V V V V 5
Wolters Kluwer V 1
X-FAB V V 2
Zalando V V V 3
Zooplus V 1
Zumtobel V V 2
Total 24 48 47 18 60 26 22 34 41 24 48 22 414