To news & knowledge overview

Quarterly Kempen Global Small-cap strategy

New quarter, new Quarterly! In this edition we would like to share our vision on Brunswick Corporation. Brunswick is one of our larger positions in our fund. This investment case is also a good example of our engaged shareholdership. In the second part of this Quarterly we look back at the Trends Investment Summit in Brussels, where we put small caps at the center in our booth and presentation.

Brunswick Corporation Investment Case

In this Quarterly, we like to share our vision on Brunswick Corporation. The Brunswick share has been part of the GSC portfolio since October 2014 and is now one of our bigger positions. This investment case is also a good example of our committed shareholding. We close the case with a number of recent and interesting developments.

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Trends Investment Summit

Trends Investment Summit 1

On February 28th 2018 we attended the Trends Investment Summit in Brussels. This event is probably the most important industry event in Belgium for investment professionals. This was the 12th edition and Kempen Capital Management (Kempen) was one of the main partners.

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Read more of our cases:

Brunswick Corporation

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Looking back at Kronos Worldwide

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First Solar

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Our team

Jan Willem Berghuis

Jan Willem Berghuis

Head of Small-caps
Maarten Vankan

Maarten Vankan

Senior Portfolio Manager
Chris Kaashoek

Chris Kaashoek

Senior Portfolio Manager
Luuk Jagtenberg

Luuk Jagtenberg

Senior Portfolio Manager
Hanna Waltsgott

Hanna Waltsgott

Portfolio Manager European Small-caps

News & Knowledge

2022, 19 May

The Dividend Letter

Companies often do not fit in the box we put them in. Grouping companies based on geography or industry classifications is common and useful. It helps to keep an overview of a portfolio and allows for comparing similar companies. While it is valuable, it is also a simplification.

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2022, 11 May

Van Lanschot Kempen: Enhancing capital strategy and first-quarter 2022 trading update

Today, Van Lanschot Kempen released its results over the first quarter of 2022.

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2022, 11 May

Asset Allocation Outlook May

April was a bleak month for investors. The only place to hide from the negative sentiment was commodities, for which the Bloomberg index noted a positive return of 4.1% .

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Kempen & Co is a trade name of Van Lanschot Kempen NV. Kempen Capital Management NV is part of Van Lanschot Kempen NV.