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, 10 July

Kempen's Commentary

Last week, Trump declared the coronavirus defeated. In turn, the Chinese labelled the stock market rally as a ‘healthy bull market’. And look, when I write this column, investors are swallowing it all. Share prices rise again quickly, the letter ‘V’ rules: Victory over the Virus, a V-shaped economic recovery and regularly flickering hopes for a Vaccine.

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2020, 09 July

Asset Allocation Outlook July

In June, investors were confronted with the conflicting impact of an improved outlook and a sharp increase in the number of new coronavirus cases around the world. Optimism prevailed in the end; the MSCI Global Equity Index gained 2.5% and spreads on investment grade and high yield credits and emerging market debt tightened. Yields on long and short-term government bonds barely moved. The optimism was mainly felt in the first week of June.

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2020, 02 July

How does ESG affect financial performance? Five takeaways from our white paper

In this quarterly newsletter, we take a closer look at the world of responsible and sustainable investment. At Kempen Capital Management, Environmental Social Governance (ESG) factors are fully integrated throughout our investment process, and for us responsible investment means being good stewards of the companies that we invest in. We encourage positive change through engagement with the management of our investee companies and through actively using our shareholder voting rights.

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