Value 2 Investments

Overview

Value 2 Investments is a private investment firm specializing in small-cap value investing with added growth and crash protection. The firm focuses on identifying undervalued and undiscovered stocks while limiting market risk. Their investment strategy combines quantitative and qualitative analysis, emphasizing owner-managed companies to reinforce long-term success. The firm is committed to hedging against major market crashes to protect their portfolio. Value 2 Investments was founded by Jasper Breebaart and Peter Tros, who have backgrounds in finance and philosophy. They aim to deliver exceptional returns by focusing on small-cap stocks with both value and growth characteristics. The firm is based in the Netherlands and primarily invests in the Netherlands and Denmark. Their portfolio includes companies across various industries, such as technology, healthcare, consumer goods, and financial services. Value 2 Investments is committed to transparency, stewardship, and sharp analyses, offering an alternative investment opportunity that adds diversification and alpha to any portfolio. The firm has a minimum subscription requirement of €100,000 and an expected annual return of 10-20%. Their investment horizon is over five years, and they hedge the portfolio against large market declines using put options. The firm is set to launch on January 1, 2025, and offers a low management fee structure, starting at 1.5% in the first year, 1% in the second year, and 0.5% thereafter. The performance fee is 20% with an eternal high-water mark. Value 2 Investments is committed to maximizing returns and building futures for their investors by identifying value and growth in micro- and small-cap equities. They believe in the potential of micro- and small-cap stocks, which offer higher average returns compared to large caps. The firm focuses on companies with strong financials and long-term growth potential, aiming to deliver exceptional returns while managing downside risk. Value 2 Investments is dedicated to providing a unique investment approach that combines value and growth investing with added protection against market downturns, offering investors a diversified and potentially high-return investment opportunity.

Investment Focus

• Minimum subscription of €100,000
• Investment horizon over five years
• Commitment to long-term growth and value investing