News & Knowledge

2019, 21 February

Salomons' Judgement

Nothing is more fun for students than playing investment games. It teaches them valuable lessons. And not only the students, but also professional investors can learn from it.

2019, 19 February

Private Markets Investor Letter

Following a successful fund launch in May 2018, we received over 66 million euros of capital in 2018. We used this to build up a well-spread portfolio in the four private-markets asset classes. We have committed to eight partnerships and we have also made two direct co-investments. In this report we will look further into the relevant activities.

2019, 18 February

Asset Allocation update February

A horrible December was followed by one of the best months of January in history. As far as we can tell this was the result of two things: better-than-expected earnings reports (although not-as-bad-as-we-feared may be a better way to put it) and a massive policy U-turn by the Federal Reserve.

2019, 07 February

Salomons' Judgement

If you think Italy is bad, then check out France. The economy of this country is the real problem in Europe.

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.

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.

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.

2019, 11 January

Salomons' Judgement

An economist knows more about climate change than you might think. He even has the solution.

2018, 28 December

Salomons' Judgement

This is the time of the year to keep it brief.

2018, 19 December

J.P. Morgan Healthcare Conference

The annual J.P. Morgan Healthcare Conference is the largest and most informative healthcare investment symposium in the industry, bringing together industry leaders, emerging fast-growth companies, innovative technology creators, and members of the investment community.

2018, 14 December

Salomons' Judgement

Do I suffer from market stress? Not yet, but I might if the nervousness in the financial system persists.

2018, 30 November

Salomons' Judgement

A European procedure and an impending fine amounting to billions will not alter Italy’s way of thinking. Only a simple ‘basta!’ from the financial centres in Milan will bring the much-needed change to Rome.

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

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.