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Professional Investor - Netherlands
2 April 2026

Value investing is growing up

The market volatility that has characterised the first quarter of this year has revived a familiar debate: the relative merits of growth versus value investing. After years of being written off amid ultra‑low interest rates and the dominance of Big Tech, value strategies are showing renewed resilience. Read the full article to explore how the growth‑value balance is evolving and what it means for investors today.

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Luc Plouvier Van Lanschot Kempen

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Luc Plouvier

Portfolio Manager - Dividend - NL

Emaill.plouvier@vanlanschotkempen.com

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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. It does not contain investment advice, investment recommendation, research, or an invitation to buy or sell any financial instruments, and should not be interpreted as such. Opinions expressed are as of the date of publication and may change without notice. Sustainability-related statements are for information only and do not guarantee improved performance or reduced risk.

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.
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.