On Friday 27 June, Investor Day 2025 focused on economic trends, an in-depth look at the companies within our fund, the returns achieved and the role Europe plays in them.
Simon van Veen, Founder and Portfolio Manager of the Sustainable Dividends Value Fund and Arjen Dibbets, Portfolio Manager presented the developments within the fund, which included the role of Europe and recent developments in sustainability, as well as a look ahead to the second half of 2025. Are European stocks picking up steam?
Jacqueline Lenterman, Director Investor Relations & Corporate Communications at TKH, gave insight into the expertise of cables, cameras and many of their applications. Financial highlights and expectations were also briefly discussed. TKH – communication technology of Dutch origin.
The day’s host venue, the Cruquius Museum, also got a brief spotlight: The Infinite Story of Haarlemmermeer. From battle against water to thriving polder: in the steam pumping station, you will discover the power of innovation. In the new pavilion, experience the development of Haarlemmermeer since its reclamation.
Then it was the turn of Medistim – the heartbeat behind advanced surgical systems. After a short introduction video, the product range was highlighted through examples by Kari Krogstad, President and CEO at Medistim. Finally, key financial aspects, prospects and the different markets where Medistim operates were discussed.
It was a great opportunity to meet other investors, colleagues as well as the Sustainable Dividends team in person.
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The fund
Sustainable Dividends offers an investment fund that invests in a well-diversified portfolio of European companies at the forefront of the sustainability transition. Our focus is on a disciplined investment process, while applying both qualitative and quantitative financial criteria.