News & Knowledge

2018, 03 October

Kempen Outlook 2019

At this time of the year, we traditionally take a joint look at the future and present our Macro Outlook for 2019. Last year, we concluded that in spite of the long bull market the current phase of the economic cycle would continue for some time yet. We certainly wouldn’t dare say the same this year, and this explains our additional focus on a number of alternative scenarios.

2018, 17 July

Kempen Insight

The central theme of the summer edition of Kempen Insight is ESG (environmental, social, and governance topics). Responsible investment is increasingly a top-of-mind subject for companies and investors, but what does that mean in practice? Hint: it may involve a great deal more than a list of exclusions… Enjoy your summer!

2018, 04 April

Kempen Insight - March 2018

In this edition, we consider the inflation dilemma, and focus on what we can learn from investing in Japan. We cover recent developments in real estate, the language of sustainable investing, and take a closer look at UK family offices and the latest in pension fund ESG policies.

2017, 02 November

Kempen Insight - Turning views into value

In our Outlook we look forward to 2018 and beyond. We dare to predict that a number of interest rate hikes will be implemented in the US. What are the repercussions for asset allocation? We also examine a couple of interesting asset classes: real assets (trees, land, roads, buildings), private equity and high yield.

2017, 18 September

Quarterly Kempen (Lux) Global Small-cap Fund

This third Quarterly of 2017 provides further insight in the investment process of the Kempen (Lux) Global Small-cap Fund: investment case First Solar, interview with Niels van de Westelaken, Van Lanschot advisor.

2017, 13 July

Kempen Insight July 2017

Turning ideas into reality is the theme of this summer edition with innovative investment strategies, for instance the impact investing pool. Other ideas have had time to grow and thrive, like the Kempen (Lux) Global Small-cap Fund and the Kempen Global Real Estate Fund. Both funds reached a three year track record this summer.

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2017, 08 May

Quarterly Kempen (Lux) Global Small-cap Fund

This second Quarterly of 2017 is dedicated to provide further insight in our investment process. As you have come to expect, we present an investment case: Spirit Airlines and tell you about our business trip to Orlando. We hope you enjoy this new issue and welcome your feedback.

2017, 01 March

Kempen Insight Maart 2017

This edition is all about making choices. In Europe there are a lot of political choices to be made, but also investors have to navigate their way between the various options and scenarios.

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2017, 06 February

Quarterly Kempen (Lux) Global Small-cap Fund

The Kempen (Lux) Global Small-cap Fund invests globally in smaller listed companies. About 12 percent of the portfolio comprises Japanese companies. In November 2016, Portfolio Manager Chris Kaashoek travelled to the Far East to visit several companies.

2019, 15 February

Kempen European Private Equity Fund raised € 76 million in the first month

Amsterdam, 15 February 2019. The new private equity fund of Kempen Capital Management (Kempen), the Kempen European Private Equity Fund, has raised over € 76 million in the first closing. This investment fund, which focuses on small and lower mid-market private equity buy-outs in Europe, was launched in January of 2019.

2019, 05 February

Kempen appoints two portfolio managers to join the investment team

Amsterdam, 5 February 2019. Kempen Capital Management N.V. (Kempen) has appointed two senior portfolio managers to the business’s investment teams.

2019, 15 January

Kempen’s Johan Cras appointed Transparency Task Force Ambassador

Johan Cras, Head of Institutional Relations at asset manager Kempen Capital Management N.V. (Kempen), has been appointed to the role of Ambassador for the Transparency Task Force.

2019, 07 January

Leni Boeren joins Board of Directors FCLTGlobal

Amsterdam, 7 January 2019. Leni Boeren, CEO of Kempen Capital Management, has joined the Board of Directors of FCLTGlobal. FCLTGlobal is a not-for-profit organisation that works to encourage a longer-term focus in business and investment decision-making. Together with Leni Boeren, five other executives joined the board effective January 1, 2019.