(Sponsored) Luxempart - Family-owned compounder with strong track record
Luxempart has a ~15% IRR over the last 30 years, which is a very impressive track record for any investment company in EuropeAfter the Nexus AG tender, Luxempart's war chest would still be more than EUR 300m (almost 10% of its portfolio) positioning it well for any investment opportunityAny event that would improve the liquidity of the stock would serve as a significant catalyst in our view to narrow its discountWe estimate the current NAV to be EUR 113.9 p/s, implying a discount of 38%. TP goes to EUR 88 (from EUR 94). With ~25% of upside, this is anLuxempart is an investment company based in Luxembourg. It is active mainly in the Grand Duchy of Luxembourg and in Belgium where it manages a portfolio of listed and unlisted companies. Co. has also developed a Private Equity activity. Co.'s primary investment focus is on Media and Communications, Finance and Insurance, Energy, Real Estate Development, and Private Equity. Co. supports the development of companies it invests in. It acts as a relay for local Luxembourg shareholders who want to take part, via its structure, in the development of local, regional and European companies
We are an investment house with Belgian roots founded on more than 150 years of trust.
As a private company owned by long-term committed shareholders, we are independent. Naturally and structurally. Our experts have the knowledge to think and act without bias, and to make decisions that benefit our clients. Today and tomorrow.
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