Investment Strategies

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.

Strategy overviews

Meet our team

Joris Franssen

j.franssen@vanlanschotkempen.com

Connect with experts in your market

High Dividends Insights

Subscribe to our Events & Insights

Make sure you never miss out on our thought-leadership or insightful events

Subscribe now

Fund library

Please visit our fund library for detailed information on our funds. For more sustainability-related information, please refer to the sustainability-related information section of the fund library

Go to fund library

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.