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  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

2019, 22 August

Salomons' Judgement

Why does investing work in the long term? The famous bet by the American economist Paul Samuelson explains it best.

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2019, 21 August

Asset Allocation update August

Concerns are mounting in financial markets. Is the global economy heading for a recession? If we look at global bond markets we see worrying signals. Interest rates fell off a cliff the past weeks, to an extent that the bond market appears to price in a recession in the near future. However, equity and credit markets are showing a different -more optimistic- picture.

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2019, 19 August

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

Amsterdam, 19 August 2019- Every year the Kempen Responsible Investment Team annually reports to PRI (United Nations Principles for Responsible Investment) 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.

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