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Health

Sustainable dividend investing in European enterprises

Sustainable

We invest in enterprises that respond to structural developments within the European economy and contribute to a future-proof Europe.

Dividend

Growing dividend functions as an indicator of financial discipline, strong cash flows and a robust business model.

Value

We search for undervalued enterprises with a clear long-term perspective, in which valuation discipline is central.
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European healthcare and sustainable dividend investing

Healthcare plays a central role within sustainable investing in Europe and falls mainly within the Social component of ESG. Innovation in medical technology, pharmaceutical development and care solutions contributes to a higher quality of life and more efficient healthcare systems. European regulation and quality standards stimulate innovation, transparency and sustainability, as a result of which companies with strong governance and ESG integration are better positioned for long-term growth.

Within our bottom-up investment approach we select enterprises with strong competitive positions, predictable income streams and a solid dividend policy. Many European healthcare companies have long product cycles and stable demand for medical products and services, which can lead to consistent cash flows. Dividend growth functions here as an indicator of financial stability and discipline in capital allocation.

Demographic trends such as aging and increasing life expectancy support a structural demand for healthcare solutions within Europe. At the same time technological innovation and digitalization contribute to more efficient care processes and new growth opportunities for enterprises within this sector.

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Why the healthcare sector can be attractive for investors

The healthcare sector combines structural growth with relatively low economic sensitivity. Demographic developments ensure a stable demand for medical products and services, which can lead to predictable income streams and a defensive character within a diversified portfolio.

Many European healthcare companies operate in specialized niche markets with strong competitive positions. This can support pricing power and relatively high margins, as a result of which an attractive combination of stability and growth arises. For dividend investors the sector often offers consistent payments, supported by strong cash flow generation and long-term growth perspectives.

Innovation within medical technology can furthermore lead to long-term growth cycles, while the defensive nature of healthcare can offer protection during periods of economic uncertainty or market volatility.

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Contact us directly

+31 (0)20 244 36 54
info@sustainabledividends.com

Testimonials

Harm Welleweerd
Former CEO iwell

Companies that see circular commodities and the clean energy transition as real opportunities have the best chances for successful growth. The Sustainable Dividends Value Fund focuses especially on this type of companies. This offers me greater certainty of returns and the chance to invest equity capital in accelerating the transition into a more sustainable society.

Bart van Asten
CTO of WorldACD Market Data

The Sustainable Dividends Value Fund invests in companies that take sustainability seriously. The fund is run by experienced people whom I have known for a long time and in whom I have great confidence. Those two factors ensure that I have been a participant in the fund for many years with peace of mind.

Milko Brinkman
Founder Brinkman Financial Consultants

The Sustainable Dividends team strives for socially sustainable impact. The world is changing rapidly. From my beach house, I saw Boskalis doing sand replenishment, TKH pulling cables to offshore wind turbines and Fugro mapping the North Sea and coastlines. Ørsted builds offshore wind farms, Vopak takes care of hydrogen storage and LNG, and SKF supplies ball bearings for wind turbines. Investing is that simple, and the Sustainable Dividends Value Fund invests in some of these companies.

Michiel Langezaal
co-founder and CEO Fastned

What really appealed to me about Sustainable Dividends is the story. First, we invest only in sustainable companies. Then, we look for companies that show an upward trend in dividend payments because companies with growing dividends have historically achieved above-average returns. A refreshingly simple and clear strategy that gives me confidence.