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High dividend

Turning discipline into stable income

Objective

We aim to provide an attractive, stable income stream, together with capital growth, over the long term.

Philosophy

Many investors tend to seek diversified sources of income.

In our view, a diversified portfolio of companies which are well-managed, willing to improve on sustainability, dividend-paying and acquired at attractive valuations can play a key role in fulfilling this need.

Approach

Our experienced team follows a structured, disciplined process designed to:

identify companies that have the ability to compound free cashflow on an ongoing basis and continue to pay attractive dividends over time;
search for companies that are willing to improve on sustainability whilst managing their ESG risks;
avoid overpaying for investments, as the valuation entry point is a key determinant of total returns; and
diversify our investment exposure across sectors and geographies and actively manage risk within strict parameters, with the aim of providing an attractive, stable income stream, together with capital growth.

We deliver this approach with a global or European focus.

Insights

23 November 2023 | Dividend

Dividend letter: Defensive value

24 August 2023 | Dividend

Off the beaten path

Fund library

You can invest in one or more of our strategies by investing in related funds or through a tailor-made mandate with our specialists. For more sustainability-related information, please refer to the sustainability-related information section of the fund library. You can also visit the fund library to find detailed information on our funds.

Go to fund library

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.

Our high dividend team

Joris Franssen

Reineke Davidsz

Luc Plouvier

Robert van den Barselaar

Roderick van Zuylen

Marius Bakker

Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at Octagon Point, 5 Cheapside, London EC2V 6AA Tel: +44 (0)20 3636 9400. Authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.