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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
Hanna Waltsgott

Hanna Waltsgott

Responsible Investment

News & Knowledge

2021, 27 October

The Dividend Letter

Selecting the right stocks for your dividend fund is a more complicated process than simply picking the company with the highest dividend. For the Kempen European High Dividend Fund and the Kempen Global High Dividend Fund, we use a thorough evaluation framework that focuses not only on valuation, but also on growth opportunities, business quality, management quality and capital allocation, among others.

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2021, 22 October

Kempen Capital Management named Financial News Fiduciary Manager of the Year for third year in a row

For the third year in a row, Kempen Capital Management U.K. wins the Fiduciary Manager of the Year award at Financial News’ 20th annual Asset Management Awards Europe. At an online award ceremony, Kempen was praised for its continued growth of the U.K. business in the institutional market.

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2021, 21 October

What does a good cop look like?

The COP26 climate conference begins in less than two weeks. What will a successful outcome look like? At Kempen, we believe markets will respond well if global leaders make more detailed commitments to net zero and move towards a minimum price on carbon.

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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.