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2026 Perspective

Global Value Strategy

After mixed results in 2025, where are the opportunities for value investors in 2026? Luc Plouvier, Portfolio Manager, shares our disciplined strategies for navigating uncertain markets and explains how value investing can make a difference in your portfolio.

Market Musings

Value investing is back but not where you think

In a market still dominated by AI narratives and growth momentum, value investing is quietly
making a comeback. But the real story isn’t just about style rotation, it’s about geography. In recent quarters, many value stock investors have outperformed their benchmarks. This indicates a shift in global market dynamics and could signal a change in market leadership.

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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.

Value Equities: general risks to take into account when investing in Value equity strategies
Please note that all investments are subject to market fluctuations. Investing in a Value Equity 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 changes in the actual and perceived fundamentals of a company may result in changes for the market value of the shares of such company.

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.

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.