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.

Read more

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.

Read more

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.

Read more

 

You are seeing this because you have not accepted our advertising cookies.
If you want to see our videos, please change your cookie preferences. Change preferences

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
Floris Oliemans

Floris Oliemans

Senior Portfolio Manager

More information:

Read all our letters:

Subscribe to our letter

Leave your email address and be the first to receive the latest editions

Please fill in a first name
Please fill in a last name
Please fill in your company name
This does not seem to be a valid email address
The information above is correct
Why do we store your information?

Kempen will use your name, telephone number and/or e-mail to respond to your request or subscription.

More information can be found in our Privacy Statement Merchant Banking and Privacy Statement for Asset Management.

* Upon sending this you approve that we save your information

Submitting your form

We have received your form

And we will get back to you soon.

Something went wrong

Please check your form for errors or try again later.

News & Knowledge

2019, 19 February

Private Markets Investor Letter

Following a successful fund launch in May 2018, we received over 66 million euros of capital in 2018. We used this to build up a well-spread portfolio in the four private-markets asset classes. We have committed to eight partnerships and we have also made two direct co-investments. In this report we will look further into the relevant activities.

Read more
2019, 18 February

Asset Allocation update February

A horrible December was followed by one of the best months of January in history. As far as we can tell this was the result of two things: better-than-expected earnings reports (although not-as-bad-as-we-feared may be a better way to put it) and a massive policy U-turn by the Federal Reserve.

Read More
2019, 15 February

Kempen European Private Equity Fund raised € 76 million in the first month

Amsterdam, 15 February 2019. The new private equity fund of Kempen Capital Management (Kempen), the Kempen European Private Equity Fund, has raised over € 76 million in the first closing. This investment fund, which focuses on small and lower mid-market private equity buy-outs in Europe, was launched in January of 2019.
Read more
Disclaimer Kempen & Co Privacy statement Asset Management Privacy statement Merchant Banking Statement under the UK Modern Slavery Act Cookie Settings
Kempen & Co NV is part of Van Lanschot Kempen Van Lanschot