Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Equity
Stage Focus
Growth, Late Stage
Geographical Focus
Netherlands
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Retail
- Transportation
- Consumer Services
- Food & Beverage
- Industrial Goods
Investment Size:
5,000,000 to 50,000,000 USD
Investor Details Founded: 2007
Add Value Fund Management is a Dutch investment firm specializing in small and mid-cap companies in the Netherlands. The firm manages the Add Value Fund, an open-end investment company focusing on Dutch-listed 'mini-multinationals'—companies that are active in structural growth and niche markets, often European or global market leaders. The fund's investment universe comprises approximately 65 companies, with a market capitalization between €20 million and €7.5 billion, all listed on the Euronext Amsterdam stock exchange.
The firm's investment strategy is based on a bottom-up stock selection process, utilizing fundamental and value analysis to identify promising investments. The Add Value Fund aims to achieve a net annual return of at least 10%. The fund is available for both retail and institutional investors with a long-term investment horizon. Notably, the fund's managers, including co-founder Hilco Wiersma, invest their own capital alongside shareholders, aligning their interests with those of the investors.
Since its inception in February 2007, Add Value Fund has received several accolades, including being named 'Financial Product of the Year' in 2010 and 2011, and recognized as the most transparent investment fund in the Netherlands by Morningstar in 2013. The fund has also won the Lipper Fund Awards in 2011 and 2013, the vwd CASH Fund Awards in 2013 and 2014, and the Morningstar Awards in 2013 and 2021 in the category of Dutch Equities. These achievements reflect the firm's commitment to delivering value to its investors through a disciplined and focused investment approach.
Requirements
- Long-term investment horizon
- Focus on Dutch-listed small and mid-cap companies
Contact
[Official Website Hidden]
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Portfolio Companies
- Nedap
- Hunter Douglas
- Acomo
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