Unlocking value through governance engagements in Japan

26 February 2026

Sustainability in Action: Unlocking value through governance engagements in Japan

In recent years, Van Lanschot Kempen Investment Management has intensified its active ownership approach with Japanese companies, aiming to boost capital efficiency, improve governance structures and enhance shareholder returns. Our engagements, conducted by members of the Kempen Global Small cap strategy, are centred on constructive dialogue, pressing for transparent communication and effective use of capital – a consistent theme across all cases

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Disclaimer
Van Lanschot Kempen Investment Management (VLK IM) is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets. This document is for information purposes only and provides insufficient information for an investment decision.

As asset manager VLK IM may have investments, generally for the benefit of third parties, in financial instruments mentioned in this document and it may at any time decide to execute buy or sell transactions in these financial instruments. This document has been produced independently of the companies mentioned, and the views contained herein are entirely those of VLK Investment Management. This document does not contain investment advice, no investment recommendation, no research, or an invitation to buy or sell any financial instruments and should not be interpreted as such. The opinions expressed in this document are our opinions and views as of such date only. These may be subject to change at any given time, without prior notice.

General risks to take into account when investing in small-cap strategies
Please note that all investments are subject to market fluctuations. Investing in a small-cap strategy may be subject to country risk, equity market risks and small cap company risk, which could negatively affect the performance. Under unusual market conditions the specific risks can increase significantly. Potential Investors should be aware that changes in the actual and perceived fundamentals of a company may result in changes for the market value of the shares of such company. Equities of
companies with small capitalization can be more volatile than equities of mid and large companies and may also be less liquid.

Capital at risk
The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. Past performance provides no guarantee for the future.

Use of investment cases and individual properties
Any references to specific holdings, operating partners or other entities are included solely as illustrations of the fund’s investment approach. They do not constitute a recommendation to buy or sell any financial instruments associated with those entities. VLK Investment Management may hold positions in the companies or assets mentioned.

There’s a saying in Dutch, Kom verder, it means many things and it’s our business philosophy. It captures the way we work with clients but also the way we steer our investee companies to deliver shareholder value through active engagement.

Capital at risk. The value of investments and the income from them can fall as well as rise, and investors may not get back the amount originally invested. Past performance provides no guarantee for the future.

Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at 20 Gracechurch Street, London, EC3V 0BG Tel: +44 (0)20 3636 9400. Van Lanschot Kempen Investment Management (UK) Ltd, is authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.