Sustainable equity

Aiming to deliver financial and sustainable returns through active ownership

Objective

We aim to deliver financial and sustainable returns by investing in quality companies with strong sustainability profiles for the long term.

Philosophy

We are confident that companies must navigate through the transition to a sustainable economy to remain competitive. Furthermore, we are confident that high-quality companies with durable competitive advantages create long term value.

Once invested, we want to build deep relationships with these companies through continuous active ownership to unlock value.

Approach

Our investment process has two stages: Investment Analysis and Active Ownership.

Investment Analysis: Companies are assessed on quality factors, such as competitive advantage and financial health. They are also assessed on sustainability factors, such as sustainability risk and sustainable transition opportunities.

Responsible Ownership: Continuous process of monitoring, dialogue, and engagement. This helps us better understand companies and drive positive change.

This approach means building a long-term, high-conviction portfolio of well-understood companies.

The key characteristics of our process are as follows:

Sustainable: Identify companies that manage sustainability risks well and benefit from the transition to a sustainable economy;
Quality: Identify companies with durable competitive advantage, long-term value creation potential, financial health, and strong management;
Long-term: We invest in (and own) companies for the long term, tuning out the noise;
Active Ownership: We build long-term relationships with companies to better understand the business and drive positive change;
Concentrated: Build a high-conviction portfolio of well-understood companies with low portfolio turnover (reflecting our long-term investment horizon).

We deliver this approach with a global or European focus.

Download the strategy overviews

Sustainable Equity Insights

Subscribe to our Events & Insights

Make sure you never miss out on our thought-leadership or insightful events

Subscribe now

Fund library

Please visit our fund library for detailed information on our funds. For more sustainability-related information, please refer to the sustainability-related information section of the fund library

Go to fund library

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.

Our sustainable equity team

Ivo Kuiper

Chong Peng

Herman Kleeven

Huub van der Riet

Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at 20 Gracechurch Street, London, EC3V 0BG Tel: +44 (0)20 3636 9400. Van Lanschot Kempen Investment Management (UK) Ltd, is authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.