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

2021, 13 April

Kempen Real Estate Update: 2021 – No time to be passive

Despite its hugely progressive, efficient and vastly wealth creating characteristics, the modern capitalist model seems to struggle to deal effectively with externalities such as greenhouse gas “”GHG” driven pollution. These emissions are contributing to an unprecedented heating of the planet.

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2021, 01 April

Kempen introduces fund focused on sustainable farmland

In cooperation with launching customer Stichting Pensioenfonds PostNL, Kempen Capital Management (Kempen) has developed the SDG Farmland Fund. This new investment solution will enable professional investors to focus on global investments in agricultural land, while at the same time providing a significant, concrete contribution to the achievement of Sustainable Development Goals (SDGs) 2, 6, 12, 13, and 15*.

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2021, 01 April

Kempen Capital Management (KCM) has decided the Global Small-cap Strategy has now reached the soft-close status.

The Kempen Global Small-cap Strategy has experienced significant growth in its Assets Under Management (AuM). This has caused a situation where current AuM and projected inflow are within our maximum capacity range.

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