Who we are
The team behind The Dutch Investors consists of four long-term investors: Luuk, Mathijs, Siem and Bouke.
We share a passion for analyzing the best companies in the world by combining the principles of the best investors.
What motivates us?
We're convinced that investors are bombarded with useless advice and lack access to thorough and actual, solid, factual research. We are here to change that!
Our incentives
The collaboration gives us the opportunity to turn our passion into our profession. This allows us to dedicate even more time to what we love most: analyzing businesses. Only through collaboration, it is possible to offer you a weekly analysis without compromising our principle of quality over quantity.
We are fully aware that this is made entirely possible by our members. We are incredibly grateful for this. Therefore, we make every effort to conduct thorough research every month. We want to help long-term investors learn more by providing detailed, factual, in-depth research reports.
"Helping you find and understand the best companies in the world."
Our approach
To analyze and find quality companies, we look for companies that meet our five quality requirements. These quality requirements are based on the wisdom of our personal heroes, Warren Buffett, Charlie Munger, Nick Sleep and Guy Spier.
Circle of competence: We want companies that are easy to understand.
Competitive advantage: We target companies with a sustainable competitive advantage that is difficult to replicate.
Great management: We look for companies where management is highly skilled at capital allocation and has enough skin in the game.
Financial health: We invest in companies that are financially strong, with acceptable debt levels and plenty of growth potential.
Valuation: We prefer companies where we don't overpay, minimizing risk and maximizing potential returns.
Through our approach, we fill your portfolio with the best companies in the world.
Want to see our favorite companies? Get our free watchlist!
