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Products & Materials

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 industry, innovation and sustainable dividend investing

Industrial companies and material suppliers form an important foundation of the European economy and play a central role in the transition towards more efficient use of raw materials and energy. Innovation in production processes, energy savings and circular applications aligns with the Environmental objectives within ESG. European enterprises with strong technological expertise and specialized niche positions contribute to sustainable industrial development and strategic autonomy within Europe.

Within our bottom-up investment approach we focus on enterprises with a solid balance sheet, strong competitive position and a consistent dividend policy. Many companies within the sector operate in specialized markets with high entry barriers, which can lead to robust cash flows and a stable business model. Dividend functions here as a measure for operational quality and discipline in capital allocation.

Europe invests in infrastructure, defense and industrial modernization, which supports demand for high-quality materials and technological solutions. Companies that contribute to more efficient production processes and sustainable materials benefit from these structural investment cycles.

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Why the sector Products & Materials can be attractive for investors

Industrial companies and material suppliers often benefit from economic growth and investment cycles in Europe. Many enterprises operate in specialized niche markets with strong competitive positions and high entry barriers, which can contribute to stable margins and long-term value creation.

From a valuation perspective this sector can be interesting for investors, because industrial enterprises are regularly priced cyclically while underlying structural growth trends remain present. Dividend growth can function here as an indicator of operational efficiency and stable cash flow generation. The combination of technological innovation, infrastructure investments and a European focus on strategic autonomy supports a long-term demand for high-quality industrial solutions.

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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.