We continuously keep our finger firmly on the pulse for you, a necessity to be able to adapt your portfolio at any time. Here is an overview of our quarterly findings and scheduled events.
The state of affairs in the fourth quarter of 2023 for Wealtheon's Growth Strategy.
We have traditionally focused heavily on the United States. After a strong first half of the year, we slightly reduced our exposure there in favor of Europe. We remain cautious of Asia." says Victor Zwart, CEO and head of the growth strategy.
Victor Zwart explains, "for the growth strategy, we reduced our exposure to the American market by taking profits. Traditionally, we have been overweight in the United States. Our stocks have undergone a significant rally, led by technology as a major driver and key component. We have taken some profits in that area and scaled back our position.”
Conversely, our exposure to Europe was increased primarily because European stocks are trading at a much lower valuation. "Economic growth expectations for the next year were also higher in Europe, whereas in the United States, growth was expected to taper off. However, the United States is home to several dominant innovative technology companies.
Naard Broeckaert, Partner and head of the value strategy, states that the focus is on certain sectors that didn't perform as well in the first semester, despite being strong performers the previous year. As a result, "we believe we were able to acquire shares at very attractive valuations," explains Naard Broeckaert.
"Within our value strategy, our asset allocation has seen little change. It's important to realize that we invest in real companies where management and employees work to create value. Therefore, we consider not only stock price increases but also value creation," emphasizes Naard Broeckaert.
The full article is by Thomas Laureys and can be read via Investment Officer BE.
The state of affairs in the third quarter of 2023 for Wealtheon's Growth Strategy. This quarter, we offer you the opportunity to watch the full update of the Wealtheon Growth Strategy through an explanatory video on our YouTube channel.
"This week, Wealtheon Asset Management is the sponsor of the week as a member of the 52 club. As a parent, you always want to be there for your sick child, especially when they are at their most vulnerable. That's why the Ronald McDonald Houses exist and a sick child always has their parents close by. Wealtheon helps to make this possible."
“As business managers, we co-invest our family assets in accordance with the policy that we advise. As a result, our interests are fully aligned with those of our clients', Wealtheon Asset Management founder and CEO Victor Zwart and Naard Broeckaert explain to Thomas Laureys.
Wealtheon is first and foremost a family business, centered around the Zwart and Broeckaert families. We are an independent asset manager, not affiliated with a larger party. Wealtheon has offices in Brussels, Waregem and Eindhoven and a sister office in Geneva.”
The full article is by Thomas Laureys and can be read via Investment Officer.
"The asset manager Wealtheon is opening an office in Waregem. The third branch should help the Belgian-Dutch player grow to 1 billion euros in assets under management."
Victor Zwart focuses on growth stocks, with a focus on technology and innovation. Naard Broeckaert specializes in value stocks.
In the past, Wealtheon clients who wanted to diversify into value stocks had to go elsewhere. By going together, we can offer the two strategies.”
The full article is by Serge Mampaey and can be read in De Tijd.
The state of affairs in the second quarter of 2023 for Wealtheon's Growth Strategy.
The 5 favorite stocks of Wealtheon CEO Victor Zwart. The listed shares are part of that asset manager's "growth strategy".