News & Knowledge

2018, 19 February

Asset Allocation update February

Volatility has returned following an unusually calm period on the financial markets. Equities, particularly in the US, took a step back after a very strong start to the year. Our outlook for the economic cycle remains unchanged and we continue to be positive about equities for the time being. The return of volatility also signals the return of opportunities in the market. A prompt response is essential.

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2018, 14 February

Monthly Commentary

London - 14 February 2018. Welcome to this month's commentary, where we look back over the month of January.

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2018, 10 February

The Dividend Letter

Each quarter we publish an entry on a specific theme relevant to our investment process. This time we discuss assessing an organisation's culture.

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2018, 09 February

Salomons' Judgement

Salomon’s Judgement is a bi-weekly column of Roelof Salomons, Chief Strategist at Kempen Capital Management. He writes about financial and economic developments with insights from policy, science and business.

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2018, 01 February

Kempen launches impact investing pool

Amsterdam/London, 1 February 2018 – Kempen has launched the Global Impact Pool, a multi-asset impact fund focused on targeting market rate financial returns and positive societal and environmental impact. The mission of the Global Impact Pool is to make investments that positively contribute to a selection of United Nations Sustainable Development Goals primarily, though not exclusively, through the goods and services that the underlying investee companies provide.

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2018, 01 February

Kempen launches impact investing pool

Amsterdam/London, 1 February 2018 – Kempen has launched the Global Impact Pool, a multi-asset impact fund focused on targeting market rate financial returns and positive societal and environmental impact. The mission of the Global Impact Pool is to make investments that positively contribute to a selection of United Nations Sustainable Development Goals primarily, though not exclusively, through the goods and services that the underlying investee companies provide.

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2018, 30 January

Van Lanschot Kempen appoints Leni Boeren to Executive Board

Van Lanschot Kempen today announced that Leni Boeren will join its Executive Board on 5 February 2018. She will be responsible for asset management, one of Van Lanschot Kempen’s core activities, and will also take on the chair of the Kempen & Co board. Leni Boeren succeeds Paul Gerla, who recently stepped down for medical reasons.

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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.

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2018, 25 January

3x negotiating management terms with private equity

Kempen supports entrepreneurs and management teams that want to increase the return on equity of their company. The first time many business owners start to think about this metric, is when they contemplate a potential sale of their company and realize return on equity is a key valuation driver.

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