News & Knowledge

2018, 27 November

Structured Credit 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

Read more
2018, 20 November

Stichting Pensioenfonds PostNL selects Kempen as fiduciary manager

Today, Van Lanschot Kempen announces that Stichting Pensioenfonds PostNL has chosen Kempen Capital Management to be its new fiduciary manager.

Read More
2018, 20 November

Asset Allocation update November

There is much to read in the market swings we have seen recently. Worries about inflation, politics, trade all contributed to the bout of volatility. When we filter through the noise we find that the perception of future growth is what’s really on investors minds.

Read More
2018, 16 November

Salomons' Judgement

Which investment issues concern students in the current academic world? Market anomalies, but also machine learning, algorithms, and big data. All equally interesting, however if you have to judge them, only one can win a thesis prize.

Read more
2018, 15 November

The Dividend Letter

Each quarter we publish an entry on a specific theme relevant to our investment process. This time we discuss investment mistakes.

Read more
2018, 15 November

Private Markets Investor Letter

We are pleased to announce that we participated directly in two companies this quarter. We thank you again for your trust and hope you will enjoy reading this quarterly update.

Read more
2018, 08 November

Van Lanschot Kempen struck deeply by death of Paul Gerla

’s-Hertogenbosch/Amsterdam, 8 November 2018. With deep sadness Van Lanschot Kempen received the news of the death of Paul Gerla today.

Read More
2018, 07 November

Monthly Commentary

London - 8 November 2018. Welcome to this month's commentary, where we look back over the month of October.

Read more
2018, 02 November

Salomons' Judgement

The Norwegian pension system faces the same big changes as the Dutch system did more than ten years ago. My message for Norwegian pensionfunds: cover interest rate risks as quickly and as much as possible and take risk where you are being rewarded to do so.

Read more