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
Luc Plouvier

Luc Plouvier

Senior Portfolio Manager
Marius Bakker

Marius Bakker

Portfoliomanager
Reineke Davidsz

Reineke Davidsz

Portfolio Manager

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News & Knowledge

2021, 16 July

Kempen European Private Equity Fund I acquires interest in German heinekingmedia

The Kempen European Private Equity Fund I, a private equity investment fund of Kempen Capital Management (Kempen), today announced the acquisition of a direct interest in heinekingmedia GmbH. heinekingmedia is a German company founded in 2006 offering hardware and software solutions to educational institutions for the purpose of digitalisation and optimisation of the flow of information and communication for the benefit of teachers, students, and parents.

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2021, 15 July

Credit quarterly newsletter

Kempen’s Credit team immerses itself in the credit markets on a daily basis. As these markets can change rapidly, it’s vital for the team to be on top of all the latest developments, understand what’s going on and adjust its portfolios accordingly if necessary. The team receives regular enquiries from our clients about its views on the credit markets and where the best opportunities currently lie, so we publish a quarterly credit newsletter providing the team’s views on a topic of interest. In this edition, we talk about our approach 'alpha by control' and more specific how to generate alpha in a low-spread environment.

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2021, 14 July

Asset Allocation Outlook July

We’re already halfway through 2021. At a total return in local currency of over 30%, commodities stand head and shoulders above the other asset classes. The positive climate for risky investments can clearly be seen from the difference between oil and gold. The oil price climbed by about 50%, while the price of gold fell by 8%. Equities also performed well.

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