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24 February 2025

Finding infrastructure winners with data

Financial data of companies is certainly not the only thing that portfolio managers look at in their
search for the right companies to include in their strategy. Other datasets also play an important role –
particularly when integrating material sustainability factors into the investment process. With tangible,
physical assets on their hands, portfolio managers in our Global Listed Infrastructure strategy team find themselves asking questions like ‘is the wind blowing in the right place at the right speed?’

Disclaimer
Van Lanschot Kempen Investment Management ( VLK IM) 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. This document does not contain investment advice, no investment recommendation, no research, or an invitation to buy or sell any financial instruments, and should not be interpreted as such. The opinions expressed in this document are our opinions and views as of such date only. These may be subject to change at any given time, without prior notice.

The value of your investment may fluctuate. Past performance provides no guarantee for the future. The figures presented are gross performance, the effect of potential fees and charges is not included. The level of the fees and charges will depend on the applied product structure, this will have effect on the net performance.

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.