Discovering Small Caps
Backing ambitious small caps with long-term potential. That’s progress through collaboration. We call it Kom verder.
Opportunities beyond the obvious
We’ve been finding value in undiscovered small caps for nearly 30 years in our Dutch, European and Global strategies
What about the small cap premium?
Small caps are currently trading at a discount to large caps, why is this? With many influencing factors, we dive into the details to identify the most important issues for investors to consider. We invite you to register to view the video session featuring Jan Willem Berghuis and Ingmar Schaefer from our Global and European small cap team.
Small caps riding the AI wave
Looking at our personal lives, it is not hard to see that the integration of digital technologies into human life is fundamentally transforming how we communicate, travel, work, learn, and conduct business. This paper examines how the increased use of artificial intelligence impacts the semiconductor sector and what risks and opportunities it provides to small-cap companies in particular.
The evolution of Japanese small caps
Despite the Japanese stock market already breaking long-standing record highs this year, we believe there is more in store for Japanese equities, in particular for selected small-cap investments. The recent surge in equity markets has been driven by earnings growth and significant corporate governance reform as advocated by specialist investors like ourselves.
Inside the European boardroom
Not all boardrooms are created equal – we share insights from inside the European boardroom gained over many years of active engagement.
Relative Value Opportunity
These are interesting times for investors in European small-cap companies. There are twice as many companies there than in the European large-cap universe. But what we are observing are two extreme situations from a valuation perspective. Ingmar Schaefer discusses this in further detail.