Quarterly Kempen Global Small-cap strategy

Brunswick Corporation

Looking back at Kronos Worldwide

First Solar

Investing with a purpose

In this quarterly newsletter, we take a closer look at the world of responsible and sustainable investment. At Kempen Capital Management N.V. (hereafter Kempen), Environmental Social Governance (ESG) factors are fully integrated throughout our investment process, and for us responsible investment means being good stewards of the companies that we invest in. We encourage positive change through engagement with the management of our investee companies and through actively using our shareholder voting rights.

Asset Allocation update May

For most of last month, markets continued the rally started at the beginning of this year. The positive sentiment was carried on by an earnings season which was much stronger than expected, though actual numbers were not very solid.

Kempen names new heads real assets team

Amsterdam – 20 May 2019 Starting from 1 August 2019, Jorrit Arissen and Egbert Nijmeijer will assume responsibility for the Real Assets team of Kempen Capital Management. They will succeed Matthijs Storm, who has accepted a position on the board of directors of a real estate company.