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

2021, 14 January

The Tipping Point: The race for end game assets

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2021, 14 January

Asset Allocation Outlook January

In the wake of the spectacular upturn on the equity markets in November, the positive sentiment continued into December as well. Equities even managed to climb a few percent higher, with the plus of 7.2% in emerging markets standing out in particular. Spreads tightened further on credits and government bonds issued by Southern European countries and emerging markets. Looking back at 2020, gold heads the rankings at a price gain of 25%.

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2021, 12 January

Kempen Real Estate Update: 2021 – Something to look forward to

The year behind us has been exceptional on many fronts. What started out as just another solid post-GFC liquidity fueled year of even higher highs, unexpectedly turned into a year where business models were tested, companies had to evolve or face collapse and the ever-more important global political economy took a central role all due to a truly global pandemic.

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