News & Knowledge

2019, 11 June

Annual report Global Impact Pool

The first annual impact report for the Global Impact Pool (‘GIP’) is available.

2019, 20 May

Small is Beautiful

Focus on Private Equity companies

2019, 02 April

What if things go wrong?

Turbulence is the word doing the rounds in financial markets around the world. All the signs point to the next twelve months as being a challenging period with many different factors playing into investment decisions.

2019, 20 March

March to a domestic bias

Many investment managers believe that you should avoid home bias when managing long term investments. Concentrating too much on your domestic market can leave you exposed to the changing fortunes of local economies. But here, Nikesh Patel, Head of Investment Strategy at UK Kempen Capital Management, argues that the unique nature of the UK’s capital markets means that pension funds are rightly showing more UK bias in their portfolios.

2018, 01 August

Total Cost of Ownership: A framework for ETFs

The indexing landscape has changed. Investors have four options when considering how to implement index mandates: index mutual funds (IMF), Exchange Traded Funds (ETFs), derivatives or separate accounts. In this paper, we focus on ETFs and when and why it might potentially be more efficient from a cost perspective to use an ETF instead of an alternative wrapper.

2018, 30 May

White paper Infrastructure

Infrastructure comprises all the facilities that are crucial to the proper functioning of the economy and society. This includes toll roads, airports and ports, but also drinking water systems, power stations and wind farms. This makes infrastructure a highly diverse asset class. Compared to listed equity investments, for example, it is also a relatively defensive asset class. This is due to the stability of infrastructure assets and the essential nature of the related services.

2018, 08 March

White paper Long-term investing in public equity markets

Jaap van Dam and Lars Dijkstra authored a white paper for the 300 Club on the 'how to' of long-term investing.

2018, 26 January

White paper Private Equity

The aim of this white paper is to examine the characteristics, opportunities and advantages and disadvantages of private equity. We look at the European private equity market in more detail, for illustrative purposes. In this way we expect to contribute to a balanced discussion of this asset class.

2018, 16 January

White paper Real Estate

What can be the benefits of combining listed and non-listed real estate investments in a portfolio? This white paper aims to provide an answer to this question.

2017, 01 November

Dusk of Unconventional Monetary Policies for the Fed & the ECB

Like the light that dwindles at sunset, the central banks are now preparing to curtail their unconventional monetary policies. Now, the time is right for a review of how the rates were affected by such policies, as well as where the rates may trail in the future.

2017, 12 September

What to expect in a low spread environment

The European corporate bond market has performed very strongly in recent years. As a result, credit spreads have tightened to low levels and differences in the creditworthiness of companies are to a large extent no longer reflected in spread levels.

2017, 30 April

Whitepaper Direct lending

The aim of this paper is to examine the characteristics, risks, advantages and disadvantages of direct lending, to contribute to a balanced discussion of this asset class.

2019, 23 July

Kempen European Private Equity Fund acquires an interest in high-precision sheet metal processing company Wilvo Group.

Amsterdam, 23 July 2019. The Kempen European Private Equity Fund has acquired a significant direct interest in Wilvo Group B.V. (‘Wilvo Group’). Wilvo Group is a family business in the province of Brabant in the Netherlands that has evolved into a specialist in the processing of thin sheet metal and precision parts assembly.

2019, 17 July

Kempen European Private Equity Fund acquires a significant interest in Avion Group.

Amsterdam, 17 July 2019. The Kempen European Private Equity Fund has taken a significant interest in Avion Group B.V. (‘Avion’). Avion is a Dutch developer and manufacturer of high-tech full-motion flight simulators. The company serves an international customer base consisting of flight schools and airline companies.

2019, 18 June

Kempen European Private Equity Fund reaches over €120 million after second closing

Amsterdam, 18 June 2019. The private equity fund of Kempen Capital Management (Kempen), the Kempen European Private Equity Fund, has raised over €45 million in the second closing on 14 June 2019. Following the second closing, the fund has a fund size of more than €120 million.

2019, 06 June

Phishing: how to recognize it?

In the past few months, cyber criminals have been very active sending out phishing emails and text messages to clients of banks and financial institutions. As far as we know, they have not targeted any clients of Kempen. Nevertheless, we would like to inform you about how you can prevent cyber thieves from accessing your personal details and using them for fraudulent purposes.