About us

At Value²Investments, we combine expertise in finance, entrepreneurship, sustainable investing, philosophy and small-cap investing to deliver exceptional returns. Discover who we are, know our story and meet our trusted partners.

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Our story

Born in the early 1980s Jasper and Peter became interested in finance and the stock market in the late 1990s. So it was no surprise that they both went to work in the financial sector. But they were not typical ‘bankers’ and eventually they left the corporate world.

In 2016 Jasper and Peter met at Tio University where they were both lecturing the ‘Stocks & Bonds’ and ‘Trading & Securities’ courses. With backgrounds in both finance and philosophy, they became friends and began spending hours discussing philosophical and investment topics.

After many years of reasoning and discussion, they began to think about starting their own investment fund. With their skills and background in large banks, they knew where they could be different and where they could find value in the large investment landscape. After more than a year of discussing and finetuning the fund, their motivations, their skills and managing a portfolio, it was time to go live with their unique fund: Value² Investment Fund

Who we are

At Value²Investments, we are your partners in financial success. Founded by Jasper Breebaart and Peter Tros, the team combines extensive experience in finance, entrepreneurship, philosophy and sustainable investing.

We specialise in small-cap stocks, that deliver exceptional returns through a unique approach that balances value and growth investing, with ‘insurance’ against large declines. Our core values:

Jasper Breebaart

Fund manager, investor, entrepreneur, lecturer in Finance and endurance athlete

Peter Tros

Fund manager, investor, equity analyst and writer

Our partners

We collaborate with trusted industry leaders to ensure the highest standards of investment management and client service.

Ready to start your journey with Value2 Investments?

Reach out to us today to learn more about our fund and how we can help you achieve your investment objectives.

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Frequently asked questions

Why micro- and small-caps?

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.

Why Owner-Operators?

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.

What do you mean by 'skin in the game'?

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.

Why value and growth?

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.

What are the fund's charactaristics and features?

Small- and micro-cap stocks
Maximum fund size €100m
Concentrated portfolio
80/20 rule: approximately 80% value 20% growth
Risk hedging
External validation
Minimum entry €100,000
Low management fee: 1,5% in the first year, 1% in the second year and 0,5% after the second year.
Infinite high water mark performance fee 20%

Why and how are risks hedged?

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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