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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 Global Small-cap Team
Maarten Vankan

Maarten Vankan

Senior Portfolio Manager
Chris Kaashoek

Chris Kaashoek

Senior Portfolio Manager
Luuk Jagtenberg

Luuk Jagtenberg

Portfolio Manager

News & Knowledge

2019, 24 January

Salomons' Judgement

Global debt is growing faster than the economy. This is less alarming than it may seem, but do keep a close eye on the zombies.

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2019, 23 January

Asset Allocation update January

After already having struggled for most of the last quarter markets took a nosedive late December and the outlook is clouded at best. Nonetheless we do see some opportunities and are cautiously adding some risk.

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2019, 17 January

Will Australian shopping centres survive the retail thunderstorm?

Each quarter we publish an entry on a specific theme relevant to our investment process. This time we discuss whether Australian shopping centres will survive the retail thunderstorm.

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