The Dividend Letters

Each quarter our Dividend team publishes an entry on a specific theme relevant to our investment process.

Our latest letters

It’s the pace of Disruption that matters

Disruption has once again become the central theme in capital markets. The focus on disruption has led to rising valuations for technology companies and depressed multiples for traditional sectors including Automotive, Healthcare and Energy. Disruption is real and it will impact the profitability of many industries.

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What is risk anyway? A story of different kinds of leverage

The financial industry has countless ways of looking at risk, many of which we understand, but few we fully agree with. Our definition of risk is simple; we see risk as the chance of a permanent loss of capital. This view, however, is far from universal.

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The investor’s blind spot; a company’s culture

Assessing a company’s culture is a step overlooked by most investors. Company culture is seen as an afterthought in the determination of the intrinsic value of the firm: crunching years of financial data has preference over something as intangible as a firm’s culture. But by focusing solely on what is measurable, investors miss what is truly invaluable.

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High Dividend Equities

We select the most attractive companies that maintain strong capital discipline from the many companies that distribute high dividends each year. 

Read more on our Dividend strategy

The Dividend team

Jorik van den Bos

Jorik van den Bos

Head of Dividend Team
Joris Franssen

Joris Franssen

Senior Portfolio Manager RBA
Joost de Graaf

Joost de Graaf

Senior Portfolio Manager
Dimitri Willems

Dimitri Willems

Senior Portfolio Manager
Luc Plouvier

Luc Plouvier

Senior Portfolio Manager
Marius Bakker

Marius Bakker

Portfoliomanager

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News & Knowledge

2020, 22 September

Investing in utilities

At Kempen, integrating ESG criteria is an integral part of all our investment processes. This can manifest itself in what are on the face of it some surprising ways. Our high-dividend equity strategies, for example, have significant exposure to high-dividend payers in the utilities sector, which have long been major polluters.

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2020, 14 September

Asset Allocation Outlook September

August is traditionally a month in which little happens on the financial markets. According to market wisdom there’s no point in coming back until September, but this year was an exception to the rule. The MSCI global equity index posted a gain of 6.0%. Japanese equities rose in price by as much as 8.2%, followed by US equities at 7.0%, with European equities and emerging market equities lagging far behind with pluses of 3.4% and 2.1%. The positive climate for risky assets led to tighter spreads on Southern European government bonds, Investment Grade and High Yield credits and emerging market debt.

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2020, 11 September

Monthly Commentary

Following the Jackson hole meeting of Central bankers at the end of August there has been some talk about the mandates of Central banks, why they matter and what the impact of changing them can be.

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