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, 14 January

Kempen boosts Client Solutions team with the appointment of Peter Ruesink

Kempen Capital Management (Kempen) has appointed Peter Ruesink as Fiduciary Manager/Client Director of the Client Solutions team as of 1 January. He will focus specifically on serving institutional fiduciary clients using his expertise on data science strategies. With this appointment, Kempen further specialises as a data driven organisation.

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2020, 13 January

How Kempen integrates listed and non-listed real estate investment

The professionally managed real estate universe consists of listed companies and non-listed funds. One of the biggest challenges of investing in real estate that is part of listed companies or unlisted funds is the perception that one compares ‘apples to oranges’. How does Kempen level out these differences? We spoke with Todor Ristov portfolio manager real estate to see how Kempen is integrating listed and non-listed real estate and driving value for clients.

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2020, 13 January

Asset Allocation Outlook January

Having again noted a gain in December, the MSCI global equity index closed 2019 with a positive return of no less than 28.1%. That makes 2019 the best year of the past two decades. Investors in general asset classes could basically do little wrong in 2019. All these asset classes, from government bonds to real estate, posted positive returns.

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Kempen & Co is a trade name of Van Lanschot Kempen Wealth Management NV. Both Van Lanschot Kempen Wealth Management NV and Kempen Capital Management NV are part of Van Lanschot Kempen NV