Van Lanschot Kempen Investment Management

We are pleased that we continue to meet the expected standard of reporting and will remain a signatory to the UK Stewardship Code. View our UK Stewardship Code Report for 2023 at : https://lnkd.in/eutDMGx3 Capital at risk. For professional investors only #sustainability #responsibleinvestment #stewardshipcode

Today marks the 10 year anniversary of our global small caps strategy. Learn more about our investment approach and watch the exclusive deep dive session where our small cap team members answer questions our clients often ask us: https://lnkd.in/ee9zyxCn Capital at risk. For professional investors only. #Smallcap #investmentmanagement #10yearanniversary

What does Labour's not so unexpected majority mean for UK investors? Alastair Greenlees, CFA, Rob Scammell and Calum Edgar, CFA share their take on the results, download the pdf: https://lnkd.in/eZmqnN8M #UKElection #FiduciaryManagement #AssetManagement Capital at risk. For professional investors only.

Voting is an essential tool for active investors. After engaging with companies throughout the year, we can put our money where our mouth is during voting season. Discover our voting records this year and explore another interesting voting case in the latest Sustainability in Action: https://lnkd.in/ektpVN7s Capital at risk. For professional investors only. #Sustainability #Voting #InvestmentManagement

The universe of European bonds is now larger and more diverse than in the past, this changes the opportunities and risks for investors. Read our analysis of the issues in our latest Market Musings by Joost de Graaf & Harold van Acht, senior portfolio managers in our Credit team: https://lnkd.in/eGRMDaYG Capital at risk. For professional investors only.   #InvestmentManagement #EuroCredit #Corporatebonds

Despite record-breaking highs, the Japanese stock market still holds promise - particularly in the realm of small cap investments. In the following article, our small cap team explore this in detail and discuss the recent surge driven by earnings growth and corporate governance reform: https://lnkd.in/eaJQg-tu Capital at risk. For professional investors only. #JapaneseEquities #SmallCapInvestments #InvestmentManagement

Why are small caps trading at a discount to large caps? Sign up to view our exclusive deep dive session where we answer the questions our clients often ask us. Join Jan Willem Berghuis and Ingmar Schaefer from our Global and European small cap teams in our virtual client meeting: https://lnkd.in/ee9zyxCn Capital at risk. For professional investors only. #Smallcap #investmentmanagement

Thank you to all those who joined our sustainable farmland breakfast event hosted by Chris Windeatt at our London office yesterday. Tim van den Pol, Portfolio Manager, shared valuable insights on investing in sustainable farmland across the world, including real life examples of how we make a positive impact. Tim also discussed how we use data insights from ClimateAi to make better decisions and manage Climate risk. Thanks also to Andrea Michelli, one of our local partners, who discussed the sustainability characteristics of our farms in Spain and Portugal. Visit https://lnkd.in/epV4eY43 to learn about the investment potential of regenerative natural capital. Capital at risk. For professional investors only. #sustainablefarmland #investmentmanagement #naturalcapital

A company’s leadership structure and governance are very likely to impact shareholder value and this is particularly true of smaller companies. Read the article from our European small cap team and gain first-hand insights into this important subject: https://lnkd.in/e2RiqX-2 Capital at risk. For professional investors only. #Smallcaps #Investmentmanagement #socialengangement

Despite struggling during the Great Financial Crisis (GFC), we believe European banks have shown to be remarkably resilient in recent years - and are in fact worth a closer look these days. Read our latest Dividend Letter written by Portfolio Managers Marius Bakker and Najib Nakad to find out why: https://lnkd.in/ePf3UAkG Capital at risk. For professional investors only. #Dividendletter #europeanbanks #investmentmanagement