Our promise to you is to identify value and growth in micro- and small-cap equities to deliver exceptional returns. Join us for financial success.
We hedge against large market declines.
We target undervalued small-cap stocks
We, just as the CEO's of the companies we invest in, have skin in the game
At Value2 Investments, we specialise in micro- and small-cap stocks, using our expertise in value and growth investing to deliver exceptional returns to our investors. We hedge the portfolio against large market corrections.
Our unique approach combines quantitative and qualitative analysis, resulting in a balanced portfolio with high proportion of value stocks and some stocks with high growth potential. We are committed to selecting owner-operators, believing that their long-term vision and commitment are key to building outstanding businesses.
We provide the alternative investment missing in every portfolio.
Explore the characteristics that define our fund and contribute to its success.
A balanced strategy combining value and growth style investments.
Using top value metrics for informed decision-making.
Large allocations into thoroughly researched positions.
Mitigating downside risk with strategic portfolio 'insurance'.
Significant personal investment by the founders, aligning their interests with yours.
Capped at €100 million to maintain investment strategy integrity.
Suitable for long-term investors and those who value risk management and true partnership.
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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