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
Floris Oliemans

Floris Oliemans

Senior Portfolio Manager

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News & Knowledge

2018, 04 December

Kempen centralises small-cap strategies in Amsterdam

Amsterdam, 4 December 2018 - Kempen Capital Management N.V. (Kempen) has decided to centralise the management of its small-cap investment strategies in Amsterdam.

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2018, 30 November

Salomons' Judgement

A European procedure and an impending fine amounting to billions will not alter Italy’s way of thinking. Only a simple ‘basta!’ from the financial centres in Milan will bring the much-needed change to Rome.

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2018, 30 November

COVRA selects Kempen as their fiduciary manager

Amsterdam, 30 November 2018 - The Central Organisation for Radioactive Waste N.V. (COVRA) has selected Kempen Capital Management N.V. (Kempen) to be their new fiduciary manager.

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