News & Knowledge

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.

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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.

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2018, 07 November

Monthly Commentary

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

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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.

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2018, 29 October

Bohemian Medical Device Summit

For the fifth year in a row Kempen is proud sponsor of the Bohemian Medical Device Summit.

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2018, 22 October

Kempen Real Estate Update

Each quarter we publish an entry on a specific theme relevant to our investment process. This time we discuss the factors that determine whether a deal is too hot or still attractive.

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2018, 19 October

Salomons' Judgement

Whether the price that investors pay for American shares is too high is a widely discussed topic. It really depends on the way you look at it. Dusting off my own research nevertheless made me worry about the long term.

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2018, 15 October

Asset Allocation update October

The old market saying ‘Sell in May and go away, but remember, come back in September’ doesn’t seem such a good idea this year. June was a poor month, but equity markets rallied slightly in August. More importantly, those investors who should have returned in September were suddenly confronted with dramatic corrections.

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2018, 08 October

Monthly Commentary

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

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