News & Knowledge

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

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.

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.

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.

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.

2018, 07 November

Monthly Commentary

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

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.

2018, 29 October

Bohemian Medical Device Summit

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

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.

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.

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.

2018, 08 October

Monthly Commentary

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

2018, 13 December

Kempen launches European Private Equity Fund

Amsterdam, 13 December 2018. Kempen Capital Management (Kempen) announces the introduction of the Kempen European Private Equity Fund, which will focus on small and lower mid-market private equity buy-outs in Northern and Western Europe.

2018, 04 December

Kempen centralises small-cap strategies in Amsterdam

Amsterdam, 4 December 2018 - Kempen Capital Management N.V. (Kempen) has decided to centralise the management of its small-cap investment strategies in Amsterdam.

2018, 30 November

COVRA selects Kempen as their fiduciary manager

Amsterdam, 30 November 2018 - The Central Organisation for Radioactive Waste N.V. (COVRA) has selected Kempen Capital Management N.V. (Kempen) to be their new fiduciary manager.

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.