At Value2 Investments you will find expertise in identifying undervalued and undiscovered stocks and limiting market risk. Our investment strategy focuses on small-cap value stocks combined with a moderate growth allocation. The portfolio is continuously hedged against major market crashes.
Expected launch date
1 January 2025
Minimum subscription
€100.000
Investment horizon >5 year
Value2 Investments specialises in micro- and small-cap equity investing, using our expertise in both value and growth investing to deliver exceptional returns for our investors. Our unique approach combines quantitative and qualitative analysis, while our commitment to owner-managed companies (owner-operators) reinforces our belief in long-term success.
Value2 Investments was founded by Jasper Breebaart and Peter Tros two experienced investors, entrepreneurs, and analysts. We are dedicated to maximising returns and creating lasting value for our clients. With a focus on transparency, stewardship, and rigorous analysis (both have a Masters degree in Philosophy), we offer an alternative investment option that adds diversification and alpha to any portfolio.
Fund manager, investor, entrepreneur, lecturer Finance and endurance athlete
Fund manager, investor, equity analyst and writer
Our fund is different from many actively managed investment funds:
Reach out to us today to learn more about our fund and how we can help you achieve your investment objectives.
We believe in the potential of micro- and small-cap stocks. With about 6,000 stocks in the US alone, these segments offer higher average returns than large caps. Our data shows an average return of 12.8% versus 10.7% for large caps (source: Duff&Phelps). Furthermore, many 100-baggers have their origins in micro- or small-cap stocks, before their significant growth.
Owner-Operators have skin in the game. They are the ones who have invested their money and, more importantly, their reputations and dreams in the companies. They are in it for the long term and have a proven trackrecord of building outstanding businesses.
Skin in the game means you have taken risk (in this case financial and reputational risk) by being involved in the achievement of a goal. The term “skin” refers to an investment, and “game” is a metaphor for the investment process. We have skin in the game because we invest a significant portion of our net worth in the Fund. The CEOs of the companies we invest in have skin in the game.
Historical data shows that value stocks outperform growth stocks over the long term. They offer a margin of safety and have the potential to generate a respectable return over with less downside risk. To enhance returns, we will allocate a modest portion of our portfolio to growth stocks, around 20%. This approach allows us to capture upside potential while managing downside risk.
Financal markets crash from time to time. Based on historical data, there have been 1 to 2 declines of more than 20% over a five-year period. For psychological comfort and to have cash available to buy undervalued stocks after a significant market correction, we implement a strategy to (partially) hedge the portfolio against major stock market crashes. We use put options to manage these risks.
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