← Research hub  ·  securities

SOF.BR · Sofina SA 246.40 EUR -6.60 (-2.61%) 2026-SEP-18 11:35 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · STK · SA1 mention
2026-APR-12 · Pieter Slegers · Compounding Quality (Substack) · Positiveinsight · read ↗ · source page ↗224.00 EUR

In short: #6, and the longest reinvention story on the list. "A Belgium-based global investment company controlled by the Boël family. It started in 1898 by financing electricity and tramway projects across Europe and Latin America. Since 1950s it has slowly shifted towards reallocating capital into listed equities and later private investments." Now invests across Europe, North America and Asia in "consumer, digital, education, and healthcare". Top five direct investments: ByteDance 7.0%, Cognita 6.0%, Nuxe 3.7%, Drylock Technologies 3.0%, Proeduca 2.0% — four of the five unlisted. Record: 8.6% a year since 2001, the weakest captured entry.

In plain English

Sofina is a Belgian investment company controlled by the Boël family. It started in 1898 financing electricity networks and tram lines across Europe and Latin America, moved into listed shares from the 1950s, and has since moved again into private companies.

Today it backs consumer, digital, education and healthcare businesses across Europe, North America and Asia. Its five largest direct investments are ByteDance at 7%, the schools group Cognita at 6%, the skincare brand Nuxe at 3.7%, Drylock Technologies at 3% and the online university group Proeduca at 2% — four of the five unlisted.

The return has been about 8.6% a year since 2001, the weakest of the captured names. What you are really buying is a family's private-investment book at whatever price the stock market puts on it, which is the argument for the category and also its main risk.

SOD 224.00 EUR (open 2026-APR-10)

Nothing matches this filter.

Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.