Luc Pluvier, Portfolio Manager for the Kempen Global Value strategy explains why an active, research-driven and disciplined approach can deliver impressive value opportunities around the globe.

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 video is for information purposes only and provides insufficient information for an investment decision. This video 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 video are our opinions and views as of such date only. These may be subject to change at any given time, without prior notice.

 

Sustainable Value Creation strategies

General provisions

Van Lanschot Kempen Investment Management NV (VLK Investment Management) is a specialist Asset Management company – a strong player in its niche markets. We focus on a select group of strategies that place us among the top of our international league in Small-caps, Real Estate, Dividend Equities, Fixed Income and Hedge Fund Solutions. We are passionately committed to building long-term partnerships based on transparency and trust and we consider our clients’ goals as our goals, which is why VLK Investment Management and our employees invest in our funds right along with you.

 

Sustainable Value Creation: general risks to take into account when investing in Sustainable Value Creation strategies

Please note that all investments are subject to market fluctuations. Investing in a sustainable value creation strategy may be subject to country risk and equity market risks, which could negatively affect the performance. Under unusual market conditions the specific risks can increase significantly. Potential investors should be aware that the strategy may restrict its investments to financial instruments issued by institutions that are active in the same sector, region or on the same market and is also subject for the investment selection to sustainability criteria. As a result, the strategy may be subject to more volatility and a greater risk of loss than a more broadly diversified fund.

 

The value of your investment may fluctuate, past performance is no guarantee for the future. Do not take unnecessary risks. Before you invest, it is important that you are aware of and are informed about the characteristics and risks of investing. This information can be found in the available documents of the strategy and/or in the agreements that are part of the service you choose or have chosen.

 

Profile of the typical investor in Sustainable Value Creation strategies

The strategy may be suitable as a core or supplemental investment for those: 

• interested in socially responsible investments; 
• interested in a convenient way of gaining exposure to European companies which are open to shareholder engagement and integrate environmental, social and governance (ESG) criteria in their strategy; 
• seeking capital appreciation and long-term growth of their investment (5 years or longer); ҅ who can bear the possibility of reduced liquidity and significant losses, especially in the short term; and 
• who have experience with the risks and rewards of equity investing.