News & Knowledge

2019, 17 June

Asset Allocation update June

In the wake of a correction in May in which the prices of equities from industrialised countries lost over 5% and emerging market equities fell by nearly 10%, markets breathed a sigh of relief at the start of June. The growing willingness of the US central bank to cut interest rates helped the equity markets regain their footing, while the deal the US agreed with Mexico to tackle the refugee crisis, prompting the US not to impose higher import tariffs after all, also improved sentiment on the equity markets.

2019, 13 June

Salomons' Judgement

Is ‘elephant man’ Branko Milanovic right? Is too much inequality disastrous for democracy and does it create an static upper class?

2019, 11 June

Annual report Global Impact Pool

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

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.

2019, 05 June

Global Small-cap investment case: Protector

Last year, Protector, an insurance company in the Scandinavian market, was challenged by a small insect. The eventful appearance of the gray silverfish provided an attractive entry point for long-term value investors.

2019, 03 June

Salomons' Judgement

Yes! This economic cycle is the longest in history. Congrats! And many more years to come?

2019, 21 May

Investing with a purpose

In this quarterly newsletter, we take a closer look at the world of responsible and sustainable investment. At Kempen Capital Management N.V. (hereafter Kempen), Environmental Social Governance (ESG) factors are fully integrated throughout our investment process, and for us responsible investment means being good stewards of the companies that we invest in. We encourage positive change through engagement with the management of our investee companies and through actively using our shareholder voting rights.

2019, 21 May

Asset Allocation update May

For most of last month, markets continued the rally started at the beginning of this year. The positive sentiment was carried on by an earnings season which was much stronger than expected, though actual numbers were not very solid.

2019, 20 May

Kempen names new heads real assets team

Amsterdam – 20 May 2019 Starting from 1 August 2019, Jorrit Arissen and Egbert Nijmeijer will assume responsibility for the Real Assets team of Kempen Capital Management. They will succeed Matthijs Storm, who has accepted a position on the board of directors of a real estate company.

2019, 20 May

Small is Beautiful

Focus on Private Equity companies

2019, 17 May

Salomons' Judgement

A story about the natural rate of interest, a tight monetary policy and – for once – admitting that Donald Trump is right …

2019, 15 May

Responsible Investment Report 2018

Today we published our Annual Responsible Investment Report which gives you an overview of our responsible investment activities in 2018 to drive positive change in environmental, social and governance (ESG) criteria. In this report we demonstrate how engagement brings about change. This active approach helps companies and funds understand that sustainability is no longer about doing less harm. It’s about doing more good.

2019, 14 May

Kempen strengthens the Responsible Investment team

London / Amsterdam, 14 May 2019. Kempen Capital Management N.V. (Kempen) has appointed Eszter Vitorino Fuleky to the position of Senior Responsible Investment Advisor. Within the Responsible Investment team, she will focus predominantly on corporate governance.

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