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 2018

Aug 2018

Sep 2018

Oct 2018

Nov 2018

Dec 2018

Jan 2019

Feb 2019

Mar 2019

Apr 2019

May 2019

Jun 2019

7C Solarparken V 1
Aalberts V 2
Accell V V 2
Accsys V 1
Aeffe V 1
Ageas V 1
Agrana V 1
Ahold Delhaize V 1
Aixtron V 1
Akasol V V V 3
Akka V 1
Alfen V 1
All for one Steeb V V 2
Alz Chem V 1
Amadeus Fire V 1
Applus Services V 1
Aquafil V V 2
Arcadis V 2
ASMI V 1
ASML V 1
AT&S V 1
Aumann V 1
Aurubis V V 2
Avio V 1
Axel Springer V 1
B&S V V V 3
Barco V V V V 4
Basic Fit V 1
Be Think Solve Execute V 1
Bechtle V V 2
Befesa V 1
Bekaert V 1
Bertrandt V 1
Besi V V 2
Beter Bed V 1
Biesse V V 2
Brain V 1
Brenntag V 1
Brunel V 1
Carel V V 2
Carl Zeiss Meditec V 1
Ceconomy V 1
Cementir V 1
Cewe Color V 1
CFE V 1
CIE automotive V 1
CMB V 1
Colruyt V 1
Continental V V 2
Corbion V 1
CTAC V V 2
Daimler V 1
Data Modul V 1
Datagroup V 1
Datron V 1
Deceuninck V V 2
Deutsche Post V 1
Do & Co V 1
Dr. Hönle V 1
Drillisch V 1
DSM V 1
Duerr V V V 3
Ebro foods V 1
EDAG V 1
Einhell V V 2
El.En V V 2
ELIA V 1
Elica V V 2
Elmos V 1
Emak V 1
Envipco V 1
Eurofins V 1
Euromicron V 1
Euronav V 1
Evonik V 1
EVS V V 2
Exmar V 1
Fabasoft V V 2
FACC V 1
Fielmann V 1
FILA V 1
First Sensor V 1
Fresenius V 1
Fuchs Petrolub V V V 3
Fugro V 1
Geox V 1
Gerresheimer V 1
Gerry Weber V 1
Gesco V V 2
Gestamp Automocion V 1
Gima TT V 1
Govecs V 1
Grammer V 1
Grandvision V 1
Grenke Leasing V 1
Guala Closures V V 2
Hawesko V 1
HELLA V 1
Hellofresh V 1
Hera Group V 1
Holiday Check V V 2
Hornbach V 1
Hypoport V 1
ICT V V 2
IMA V 1
IMCD V 1
Indra V 1
Infineon V 1
Init V V 2
Interpump V V 2
Isra Vision V V 2
Jenoptik V 1
Jost Werke V V 2
Jungheinrich V V 2
Kendrion V 1
Kinepolis V 1
KPS V 1
KWS Saat V 1
Leifheit V 1
Leoni V V 2
Lightyear V 1
Lion V 1
LPKF V V 2
LU-VE V 1
M1 Kliniken V V 2
Manz Automation V V V 3
Materialise V 1
MBB V V 2
Melexis V V 2
Mensch und Maschine V 1
MPH V 1
Nabaltec V V 2
Nanogate V V 2
Nedap V 1
NeoDecorTech V 1
Neways V 1
Nexus V 1
NFON V 1
Nynomic V 1
OHB Technology V 1
Ontex V 1
Ordina V 1
Palfinger V V 2
Panaria V 1
Paragon V 1
Plastic Omnium V 1
Polytec V 1
PostNL V V 2
Prima Industrie V V 2
Proximus V 1
PSI V 1
PVA Tepla V V 2
PWO V 1
QSC V 1
R. Stahl V 1
Randstad V V 2
Rational V V 2
Recticel V V V 3
Reno de Medici V 1
Ringmetall V 1
S&T V 1
SAF Holland V V 3
Sartorius V 1
SBM Offshore V 1
Semperit V 1
Serviceware V V 2
SGL Carbon V 1
Shop Apotheke V V 2
Sias V 1
SIF Holding V 1
Siltronic V V V 3
Singulus V 1
Sioen V 1
Sixt Leasing V 1
Sligro V 2
SNP V 1
Softing V 1
Sogefi V V 2
Sol Group V 1
Solvay V V 2
Stabilus V 1
Steico V 1
Stemmer Imaging V V 2
STS V 1
Suess Microtec V 1
Syzygy V V 2
TakeAway V 1
Takkt V 1
Technotrans V 1
Ter Beke V 1
Tesmec V 1
TKH Group V 1
TUI V 1
Umicore V V V V 4
USU Software V 1
Valsoia V 1
va-Q-tec V 1
Varta V 1
Vectron V V 2
Vidrala V 1
Voestalpine V 1
Volkswagen V 1
Voltabox V V 2
Vopak V 1
VTG V 1
Wacker Chemie V 1
Wacker Neuson V 1
Washtec V 1
XFAB V V 2
Zalando V 1
Total 2 28 20 26 47 20 10 16 23 31 51 8 282