Small-caps The Netherlands
Our portfolio focuses on businesses that sustainably deliver Free Cash Flow. And perform over the long-term against clear and measurable quality criteria, such as leading market positions, high barriers to entry, strong balance sheets and excellent management.
Our long term local, on-the-ground presence in the Dutch market means that we have deep knowledge of the Dutch companies. We can exploit investment opportunities that arise when companies, which are fundamentally strong, are valued below their long term intrinsic value because of short term uncertainty.
This engaged, team-based, long-term approach is the cornerstone of a high-conviction portfolio of 20-25 holdings.