Ideas

Kempen Ideas is a product of the Marketing Analyst team at Kempen. Here are our highest conviction IDEAS, long and short where the Marketing Analysts see a >30% alpha opportunity. Also featured are WEEKLY THOUGHTS about things we care about.

Question or comment?

Question or comment How can we help?

We'd love to hear from you. Contact your usual Kempen contact to learn all about this platform. You can also contact David de Rek, Kempen Securities, E: David.deRek@kempen.com, T: +31 20 348 84 09. The Kempen IDEAS platform is exclusive for our clients.

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