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23 december 2025

Take a fresh look at Value investing

Markets are shifting, and many portfolios remain heavily tilted towards growth. Value investing is quietly coming back into focus, not as a return to old styles, but as a more balanced way to invest in quality businesses at reasonable prices.

At Van Lanschot Kempen, we look for companies with strong fundamentals, solid return potential and a margin of safety. This approach can help bring more balance to equity allocations, especially when long-term resilience matters.

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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 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.

Global Value Equities: general risks to take into account when investing in Global Value equity strategies
Please note that all investments are subject to market fluctuations. Investing in a Global 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.

Profile of the typical investor in Global Value equity strategies
The strategy may be suitable as a core or supplemental investment for those:

• interested in a convenient way of gaining exposure
to international equity markets;
• seeking long-term growth of their investment
5 years or longer);
• who can bear the possibility of significant losses,
especially in the short term; and
• who have experience with the risks and rewards
of equity investing.

Kom verder, het zijn maar twee woorden, met veel verschillende betekenissen. Het is onze bedrijfsfilosofie. Het weerspiegelt de manier waarop we met onze klanten samenwerken en de manier waarop we in gesprek gaan met de bedrijven waarin we investeren om zo aandeelhouderswaarde te creëren door middel van actieve engagements.

Beleggen brengt risico's met zich mee, u kunt uw inleg verliezen. De waarde van uw beleggingen is mede afhankelijk van de ontwikkelingen op de financiële markten. In het verleden behaalde resultaten bieden geen garantie voor de toekomst.