News & Knowledge

2018, 13 August

Private Markets Investor Letter

We are proud that Kempen has successfully launched the Private Markets Fund on 2 May. The Fund combines four private markets asset classes in an open-end fund structure. As a private markets Team, we have the interesting challenge of sourcing investments that have an attractive return potential and offer sufficient protection.

2018, 10 August

Salomons' Judgement

In my lectures and in conversations with clients I always proclaim that value is better than growth. But to what extreme can the elastic band be stretched?

2018, 06 August

Monthly Commentary

London - 6 August 2018. Welcome to this month's commentary, where we look back over the month of July.

2018, 01 August

Total Cost of Ownership: A framework for ETFs

The indexing landscape has changed. Investors have four options when considering how to implement index mandates: index mutual funds (IMF), Exchange Traded Funds (ETFs), derivatives or separate accounts. In this paper, we focus on ETFs and when and why it might potentially be more efficient from a cost perspective to use an ETF instead of an alternative wrapper.

2018, 01 August

PRI awards Kempen with an ‘A+’ and ‘A’

Amsterdam, 1 August 2018. The Kempen Responsible Investment Team annually reports to PRI about the integration of ESG (Environmental, Social, and Governance) factors into the (Responsible) investment process. This year, PRI awarded our responsible investment process with an average score of ‘A’ and “A+” on three modules.

2018, 31 July

The Dividend Letter

Each quarter we publish an entry on a specific theme relevant to our investment process. This time we discuss disruption.

2018, 27 July

Salomons' Judgement

While ‘trade war’ is a trending topic these days, an almost forgotten war rages in the background: the battle for liquidity.

2018, 24 July

Kempen investment funds will stop investing in tobacco

Kempen (Kempen Capital Management) has determined to exclude all investments in the tobacco industry from its funds.

2018, 19 July

Asset Allocation update July

This is the time in the cycle when trends in economies and markets start to diverge. The time that good news for the economy will no longer be interpreted as only positive for risky assets.

2018, 17 July

Kempen Insight

The central theme of the summer edition of Kempen Insight is ESG (environmental, social, and governance topics). Responsible investment is increasingly a top-of-mind subject for companies and investors, but what does that mean in practice? Hint: it may involve a great deal more than a list of exclusions… Enjoy your summer!

2018, 13 July

Salomons' Judgement

The average share doesn’t exist. New research shows that only a handful of shares is responsible for the average return. Bad luck if you didn’t have those.

2018, 05 July

Monthly Commentary

London - 5 July 2018. Welcome to this month's commentary, where we look back over the month of June.

2018, 29 June

Salomons' Judgement

Some people say that American companies are better than the European as they are more profitable. Those who dig deeper see that the American businesses have competitive advantages and that Europe is faced with true capitalism.

2018, 24 July

Kempen investment funds will stop investing in tobacco

Kempen (Kempen Capital Management) has determined to exclude all investments in the tobacco industry from its funds.

2018, 05 June

Kempen expands Business Development team

London, 5 June 2018. Kempen Capital Management (Kempen) has appointed John MacDonald to the newly created role of Business Development Director. Working within the Business Development team at Kempen’s London office, John will be responsible for client retention and growth.

2018, 02 May

Kempen Capital Management launches Private Markets Fund

Amsterdam, 2 May 2018 – Kempen Capital Management announces the introduction of its new Private Markets Fund. This investment fund combines four different asset classes in the private sector: unlisted companies in private equity, infrastructure, land, and real estate.

2018, 01 May

Kempen names new Senior Investment Manager

London, 1 May 2018. Kempen Capital Management (Kempen) has appointed Athole Skinner to the role of Senior Investment Manager. Athole will join the European Small-cap team based in Edinburgh.