Forward to 2026

Our investment teams share insights in a series of short videos.

Perspectives

In this series, we look ahead to the opportunities and challenges we anticipate for 2026, while reflecting on the key trends and lessons from 2025 that shape our strategies.

Alain van der Heijden

Active management with a boutique mindset

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Jan Willem Berghuis

Global Small Caps Strategy

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Arif Saad

Farmland Strategy

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Simon Oosterhof

Private Global Impact Solution Strategy

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Jags Walia

Global Infrastructure Strategy

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Ingmar Schaefer

European Small Caps Strategy

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Lizelle du Plessis

Euro High Yield Strategy

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Joost de Graaf

Euro Credit Strategy

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Joris Franssen

Global High Dividend Strategy

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Egbert Nijmeijer

Listed Real Estate Strategy

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Luc Plouvier

Global value Strategy

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Get in touch

Visit our contact page to learn more about our dedicated professionals and how they can assist you.

Meet our people

Information in the videos is accurate as of 10 November 2025.

Disclaimer
Van Lanschot Kempen Investment Management NV (VLK Investment Management) is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets. This document is for information purposes only and provides insufficient information for an investment decision. This document does not contain investment advice, no investment recommendation, no research, or an invitation to buy or sell any financial instruments, and should not be interpreted as such. The opinions expressed in this document are our opinions and views as of such date only. These may be subject to change at any given time, without prior notice.

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.

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.