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

Apr 2023

May 2023

Jun 2023

Jul 2023

Aug 2023

Sep 2023

Oct 2023

Nov 2023

Dec 2023

Jan 2024

Feb 2024

Mar 2024

2CRSi V 1
2G Energy V V 2
3U Holding V 1
Aalberts V 1
Acerinox V V 2
Adesso V 1
Adidas V V V 3
ADS-TEC Energy V 1
Afyren V 1
Agrana V V V 4
Ahold Delhaize V V V V 4
Aixtron V V V 3
AKZO Nobel V V V V 4
Allgeier V 1
Altech Advanced Materials V 1
Alzchem V 1
Amadeus Fire V 1
Anima Holding V 1
Aperam V V V 3
Applus V 1
Aquafil V 1
Arcadis V V V V 5
ArcelorMittal V 1
Ariston V 1
ASMI V V V 3
ASML V V V 3
AT&S V V V V 4
Atoss V 1
Aumann V 1
Aurubis V V V V 4
Auto1 V 1
Azelis V V V V 4
Barco V V V 3
BASF V 1
Basic Fit V V 2
Basler V V V 3
Bauer V 1
BayWa V V V V 4
Bechtle V V V V 5
Befesa V V V V 4
Bekaert V V V 4
Bertrandt V V V V V 5
BESI V V V V V V 6
Biesse V 1
BMW V V V 3
bpost V V V 3
BRAIN Biotech V 1
Brembo V V V V 5
Brenntag V V V V V 6
Brunel V V 3
Bureau Veritas V 1
BVB V 1
CAF V 1
CAP GEMINI V 1
Carbios V V 2
Carel V V 2
Carl Zeiss Meditec V V V 4
Cementir V V V 3
CeWE V 1
Cherry V 1
CIE V V 2
Cliq Digital V V 2
Colruyt V 1
Compagnie des Alpes V 1
Compugroup V V V 3
Continental V V V V 4
Corticeira Amorim V 1
Covestro V V 2
CropEnergies V 1
Datagroup V 1
De'Longhi V V 2
Delta Plus V 1
DEME V 1
Deutsche Post V V V V V 6
Do&Co V V 2
Dürr V V V V V V V 9
Ebro Foods V 1
Eckert & Ziegler V 1
EDAG V 1
Einhell V 1
EKOPAK V V 2
El.En V V 2
Elica V V V V 4
Elmos V V 2
ElringKlinger V 1
Elumeo V 1
Enapter V 1
Erredue V 1
Eurofins V V V 3
Euronav V V 2
Evonik V 1
EVS V 1
Exail Technologies V 1
Exceet V 1
Fashionette V 1
Fastned V 1
Fielmann V V 2
FineFoods V 1
Fluidra V 1
Fluxys V 1
Forsee Power V 1
Forvia V V V 3
Fraport AG V 1
Freenet V 1
Fresenius Medical Care V 1
Friedrich Vorwerk V 1
Fugro V V 2
GEA Group V 2
GESCO SE V 1
Gestamp V V 2
GFT V V V 3
Greenyard V 2
Grenergy V 1
Grenke V 1
Heidelberg Materials V V 2
Heidelberger Druckmaschinen V 1
Heineken V V V V V V 6
Hella V 1
HERA V 1
hGears V 1
HomeToGo SE V 1
Hornbach V V V V 5
Hugo Boss V V 3
IMCD V V V 3
Infineon V V V V V V 6
init V 1
Interparfums V 1
Interpump V 1
Intershop Communications V 1
Ionos V 1
Iveco V V V 3
JDC V 1
JDE Peets V V V 3
Jenoptik V V V 4
Jost V V V 3
Jungheinrich V V 2
Katek V V 3
Kendrion V V V 3
KION V 1
Knaus Tabbert V 1
Knorr Bremse V V V V V V 6
Koenig & Bauer V V 2
Kontron V V 2
KPN V 1
Krones V V 2
KWS Saat V 1
Leifheit V 1
Lenzing V V 2
Lotus Bakeries V V 2
LPKF V V 3
Lu-Ve V 1
Maire Tecnimont V V 3
MAREL V 1
Marley Spoon V 1
Marr V 1
Mayr-Melnhof V 1
Media & Games Invest V 1
Melexis V V V V V V 6
Mensch und Maschine Software V V 2
Mercedes Benz V V V 3
Mersen V V V 3
Mister Spex V 1
Nabaltec V V 2
Nemetschek V 1
Neodecortech V 1
New Work V 1
Nexus V 1
Norma V 1
Novem V V 2
NX Filtration V 1
OHB V 1
Orsero V V V 3
Palfinger V V V V 5
ParTec V 1
Pharmanutra V 1
Philips V V V 3
Piaggio V V V 3
Piovan V 1
Plastic Omnium V 1
Polytec V 1
Porsche V V V 3
PostNL V V V V V V 7
PSI Software V V 2
Puma V V 3
PVA Tepla V V V 5
PWO V 1
Pyrum Innovations V 1
q.beyond V 1
Randstad V V 3
Rational AG V V 2
Recticel V 1
Redcare V 2
Renault V V 2
Renewi V 1
Reply V 1
SAF Holland V V V V V 5
Saint-Gobain V 1
Saipem V 1
Salzgitter V 1
SanLorenzo V V V 3
SAP V 1
Sartorius V V V V V 6
SBM OFFSHORE V 1
Schaeffler V V 2
Schloss Wachenheim V 1
Schoeller-Bleckmann V 1
Semperit V V 2
Serviceware V 1
SFC Energy V 1
SGL Carbon V 3
Shelly Group V 1
Sidetrade V 1
Siemens Healthineers V 1
Signify V 1
Siltronic V V V 3
Sixt V 1
Sligro V V 2
Softing V 1
Soitec V V 2
SOL V 1
SOL Group V 1
Soltec V 1
Solvay V 1
Stabilus V V V V V V 7
Steico V 1
Stellantis V V V V 4
STRATEC SE V V V V V V 6
Stroer V 1
Suess Microtec V V V V 5
Syensqo V 1
Symrise V V 2
Takkt V V V V 4
Talanx V 1
Technotrans V V 2
Telekom Austria V V 2
The Italian Sea Group V 1
The Platform Group V 1
ThyssenKruppNucera V 1
Tonies V V 2
Traton V V V V 4
Tubacex V 1
TXT Group V 1
Umicore V V V V V 5
Unilever V 1
USU Software V V 2
Valeo V 1
Valsoia V 1
Varta V V V 4
Verbio V 2
Vidrala V 1
Viscofan V 1
Vitesco V 1
Voestalpine V 1
Volkswagen V V V V 4
VOPAK V 1
Vossloh V V 2
Vulcan Energy Resources V 1
Wacker Chemie V 1
WashTec V 1
Wienerberger V V V V 5
WIIT V 1
X-FAB V V 2
Zalando V V V 3
Zignago Vetro V 1
Total 25 116 31 26 40 35 38 101 15 8 46 63 544