Small caps

Working with high quality small caps to create sustainable returns.

Objective

We aim to achieve long-term capital growth by building high-conviction portfolios of smaller, competitively-advantaged businesses able to create sustainable value for investors over the long term.

Philosophy

In our view, smaller companies:

are often overlooked, under-researched and under-valued;
can deliver sustainable long term growth by combining a focussed approach with leading positions in specific markets; and
offer more opportunities for investors to unlock value over the long term through active engagement with company management teams.

Approach

Our dedicated small-cap investment team follows a disciplined, repeatable process designed to:

select high-quality, small-cap businesses with attractive fundamentals, sustainable competitive advantages and strong leadership teams;
make investments in these companies at attractive entry point valuations; and
pursue a long-term owner mindset to build high-conviction, well-diversified portfolios

We deliver this approach with a global, European or Netherlands focus.

Strategy overviews

Small caps Strategy

Discovering Small Caps

There’s a saying in Dutch, Kom verder, which has many meanings including ‘progress through collaboration’. This hands-on style encapsulates how we invest in promising smaller companies. And it’s what we’ve been doing for close to 30 years.

When we find the right companies, we get to know what makes their leaders tick and this deep understanding helps us build concentrated portfolios. In this way, we support, challenge and help small caps achieve their full potential.

Small Caps Insights

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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.

Connect with our experts

Jan Willem Berghuis

j.berghuis@vanlanschotkempen.com

Victoria Bons

v.bons@vanlanschotkempen.com

Meet the rest of our team

Discover the full range of expertise and services our team offers. Visit our contact page to learn more about our dedicated professionals and how they can assist you.

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