To news & knowledge overview

Structured Credit Quarterly Investor Letter

Each quarter we publish the results of Diversified Structured Credit Pool (DSCP) and describe noteworthy developments in the Structured Credit market and the DSCP portfolio. This time we discuss developments in leveraged loan & CLO markets, and the addition of a 4th specialist manager to DSCP called East Lodge Capital Partners.

Click on the link below to download our letter. Your download will start immediately. 

Download our Letter

2018, 27 November

Structured Credit - Quarterly Investor Letter

Download

Our team

Michiel Meeuwissen

Michiel Meeuwissen

Co-head Alternative Strategies
Remko van der Erf

Remko van der Erf

Co-head Alternative Strategies
Igor Puljic

Igor Puljic

Senior Portfolio Manager
Pieter Heijboer

Pieter Heijboer

Senior portfolio manager
Jeanne Spronck

Jeanne Spronck

Portfolio Manager
Felix Rutten

Felix Rutten

Portfolio manager

Subscribe

Please leave your email and we will send you our latest updates 

Please fill in a first name
Please fill in a last name
This does not seem to be a valid email address
The information above is correct
Why do we store your information?

Kempen will use your name, telephone number and/or e-mail to respond to your request or subscription.

More information can be found in our Privacy Statement Merchant Banking and Privacy Statement for Asset Management.

* Upon sending this you approve that we save your information

Submitting your form

We have received your form

And we will get back to you soon.

Something went wrong

Please check your form for errors or try again later.

News & Knowledge

2020, 07 April

Credit quarterly newsletter

Kempen’s Credit team immerses itself in the credit markets on a daily basis. As these markets can change rapidly, it’s vital for the team to be on top of all the latest developments, understand what’s going on and adjust its portfolios accordingly if necessary. The team receives regular enquiries from our clients about its views on the credit markets and where the best opportunities currently lie, so we publish a quarterly credit newsletter providing the team’s views on a topic of interest. In this edition, we talk about automotive firms – in particular the challenges facing the sector, the opportunities that are arising as a result, and how we are looking to exploit them in our credit portfolios.

Read more
2020, 07 April

Avocados as a matching asset

This article talks about the role of innovative assets in portfolios, in particular as matching assets in Cashflow Driven Investing portfolios (as per the theme of the Professional Pensions Risk & Scheme Funding Forum). We are supportive of CDI as one approach, although it’s certainly not the only one (and not the one most of our clients use).

Read more
2020, 07 April

Monthly Commentary

Last month we wrote about the earthquake that ripped through financial markets. It seems however we were a touch premature, February was merely the prequal to March’s far more resounding tectonic shifts.

Read more
Read more
Disclaimer Kempen Privacy statement Kempen Disclaimer Kempen & Co Privacy statement Kempen & Co Statement under the UK Modern Slavery Act Cookie statement & settings
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