Sustainable opportunities Van Lanschot Kempen

Sustainable Opportunities

Fundamental research with a sustainability vision

Sustainable Opportunities

The key to long-term value creation is investing in sustainable corporations, and by doing so, in a more sustainable world. The Sustainable Opportunities team offers comprehensive investment research on companies and industries driving the transition to a sustainable future. Combining top-down industry research with detailed bottom-up company analysis, our team supports institutional equity investors in delivering attractive risk-adjusted returns. Our in-depth industry expertise, combined with local knowledge of listed and non-listed companies, regulators and consumer organisations, enables us to identify alpha-generating investment opportunities.

    Proven track record 

    Our clients’ success has helped Van Lanschot Kempen build outstanding credentials over the years.

    • Expertise in industries pivotal to the sustainability transition, including automotive, business services, chemicals, infrastructure, renewable energy and technology

    • Consistent track record of alpha-generating investment advice, as evidenced by our “Favourites” list

    • Access to both European and US capital markets

    • Local coverage, allowing us to gain unique insights and report on critical information as it emerges

    • Conventional financial analysis combined with novel sustainability insights to uncover upside potential

    Consistent track record, as evidenced by our Favourites list 

    Our Favourites list includes our top investment ideas, based not only on operating models, financials, growth potential and management, but also on sustainability impact. Our consistent track record exemplifies the alpha-generating potential embedded within this progressive strategy, beneficial to both institutional clients and society at large.
    2012-2022 Returns Graph

    Transactions

    Great cooperation makes for excellent transactions. Our outstanding industry knowledge, combined with a strong focus on understanding stocks and companies, ensures we have a superior industry network and distribution power, leading to a successful track record in the market.

    Sep 2021
    aquila
    Joint Bookrunner
    € 90 million
    Capital Increase
    Right Arrow in Circle
    See all transactions

    Our solutions

    Benefit from our specialist sector knowledge and solutions tailored exclusively to sustainable opportunities.

    Corporate advisory

    Buy- and sell-side advisory for cross-border deals, strategic financial advice on capital structuring, and ECM services such as IPOs and public-to-private transactions.

    Research portal 

    Gain access to our specialist research in our clients-only portal.
    Visit portal

    Coverage list

    Pepijn Kluin Van Lanschot Kempen

    Pepijn Kluin

    Director Trading

    Emailp.kluin@vanlanschotkempen.com
    Eric Wilmer

    Eric Wilmer

    Executive Director Equity Research