High Dividend

Income beyond the obvious

Our approach

Dividend-paying equities can offer a compelling combination of sustainable income, defensiveness and long-term growth. As part of a broader equity allocation, they can provide a steady source of income while helping diversify portfolios through different market environments.

For more than two decades, our dividend team has looked beyond traditional dividend sectors and regions to find opportunities that others may overlook. Rather than relying only on traditional dividend sectors, we focus on companies with the potential to generate attractive dividends over time. This approach has helped us build diversified portfolios while maintaining a straightforward and repeatable investment process.

How we invest

Sustainable income and long-term growth

We aim to deliver a high dividend yield alongside long-term capital growth through a disciplined & repeatable investment process.

• Offer sustainable, growing dividend income
• Support long-term capital growth
• Provide a defensive equity allocation

Quality and valuation

We believe sustainable dividends are rooted in strong cash flow generation, sound capital allocation and attractive valuations.

• Focus on cash flow & balance sheet strength
• Balance shareholder returns and reinvestment Invest with a margin of safety

Focused Discipline

Our team uses bottom-up research to identify opportunities that may be overlooked by traditional dividend strategies.

• Look beyond traditional dividend sectors
• Diversify across regions, sectors and sizes
• Follow a disciplined and repeatable process

Fund library

Visit our fund library for fund information and sustainability-related disclosures

View our funds

Strategy overviews

Related insights

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.