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

Portfolio Manager

News & Knowledge

2021, 11 June

Asset Allocation Outlook June

Equity markets continued to trend upward in May, although in most cases the gains were modest at 1% to 2%. High forecasts for economic growth and earnings growth have already largely been priced in. Volatility of US and European markets dropped towards its lowest level since the outbreak of the coronavirus pandemic.

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2021, 09 June

Clara-Pensions appoints Kempen Capital Management as fiduciary manager

Today, Clara-Pensions, the member-first consolidator for defined benefit pension schemes, announced the appointment of Kempen Capital Management (Kempen) as its fiduciary manager. Selected by both the Trustee of the Clara Pension Trust and Clara Pensions, Kempen will implement a joint investment strategy on behalf of both the Clara pension scheme and Clara’s funded covenant to deliver a low-risk and secure journey to buy-out.

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2021, 07 June

Annual report Global Impact Pool

We are proud to present the third Kempen Global Impact Pool’s (GIP) Impact Report.

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Kempen & Co is a trade name of Van Lanschot Kempen Wealth Management NV. Both Van Lanschot Kempen Wealth Management NV and Kempen Capital Management NV are part of Van Lanschot Kempen NV