Taking a long term perspective on high-quality small caps to generate 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.
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.
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.
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.