There’s a saying in Dutch, Kom verder, which has many meanings including ‘moving forward together’. But it’s more than a phrase to us. It’s our company philosophy and how we work with clients to deliver the right investment solutions for them.
Founded in 1737, Van Lanschot Kempen is the oldest independent financial institution in the Netherlands. Our heritage is important to us. But we’re more focused on where we’re headed.
We’re not all things to all people. Instead, we do a few things really well. Like fiduciary management and high-conviction, active investment strategies that focus on where we can add the most value.
Visit our websites:
Social channel:
Contact details
Erwin van Hal
e.vanhal@
vanlanschotkempen.com
Loes Wingens
l.wingens@
vanlanschotkempen.com
This publication is not from the editorial staff of Investment Officer. Click here to return to the overview page.
This article is offered by:
Key themes to note in infrastructure investing
In our forward looking report we consider the impact of tarrifs, inflation and global policy shifts on infrastructure as an asset class. We also deep-dive into some new opportunities created by the mega-trends such as energy security and digitisation
Vision on Asset Allocation February 2025
Read about how equity markets are currently being plagued by AI and the impact of import tariffs. Meanwhile, the US economy continues to advance, while the Eurozone experiences stagnation.
Sustainability in Action: Materials Transition - Tackling pollution and dependency
How can we mitigate further pollution and depletion of the Earth’s resources? And how can we reduce our dependency on a limited number of countries for critical raw materials? The materials transition can significantly contribute to a solution
Off the Beaten Path: Staying True to Dividend Investing
Over the past few years, we have noticed a remarkable shift: the dividend yield of global dividend strategies has been in decline. Increasing exposure to mega-caps with steep valuations has shifted the category away from high dividend yields.
Global dividend yields are falling - but not if you know where to look
The Global Dividend category, a well-established segment of over 50 funds focused on dividend investing with over €75bn in assets, has seen a notable change recently.
Regenerative farmland: Managing climate risk with AI
We know that climate change can present challenges for agricultural investors, such as the risks of global warming having an impact on harvests. So how do we use artificial intelligence to mitigate these risks?
Farming for a better future
Regenerative farming is unique among other sustainable and organic farming systems in that it focuses on quantitative, measurable outcomes, and without dogmatically prescribing how those outcomes should be achieved.
Regenerative farming: can you do well and do good?
We believe that investors must become active in the transition to a more sustainable food and agricultural system and that farmland should play a more important role in institutional investment portfolios
Navigating Market Extremes: The ever so important role of diversification
Equity markets have reached extreme levels of market concentration. This is largely the result of a few mega-cap companies with stellar stock performance. It is important in these types of markets to continue to seek diversification strategies.
Video update: What about the small cap premium?
Small caps are currently trading at a discount to large caps, why is this? With many influencing factors, we dive into the details to identify the most important issues for investors to consider.