News & Knowledge

2017, 26 October

3x negotiating management terms with private equity

Kempen supports entrepreneurs and management teams that want to sell to-, or team-up with private equity investors. We are often the one who, on behalf of our clients, address a subject of debate in those transactions: management terms. During such negotiations there are several recurring topics, three of them are described

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2017, 24 October

The Dividend Letter

Each quarter we publish an entry on a specific theme relevant to our investment process. This time we discuss the sustainable competitive advantages of an often overlooked sector.

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2017, 19 October

Asset Allocation update October

In absolute terms, global equity prices are on the high side, but they are still attractive compared to bonds. The high valuations, persisting economic cycle, rising inflation and less expansionary-minded central banks make us less optimistic about the period after 2018. Yet we believe that the equity rally will persist in the short term.

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2017, 17 October

Kempen (Lux) European Small-cap Fund celebrates 20 year track record

Amsterdam / Edinburgh, 17 October 2017 – Kempen’s European Small-cap Fund has marked a major milestone with the celebration of its 20-year track record. Since its inception on October 16th 1997, the fund has achieved gross annualised alpha of 5.1% (to end-September 2017), with a gross annualised total return of 12.5%.*

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2017, 09 October

Kempen (Lux) Global Property Fund achieves three-year track record, ranking top of peer group

Amsterdam, 9 October 2017 – The Kempen (Lux) Global Property Fund has marked its three year track record, ranking among the top 5% of all peers globally in terms of outperformance, according to leading consultant databases. The fund has consistently beaten its benchmark on a 1-, 2- and 3-year basis, returning 11.6%* on an annualised basis against its benchmark (FTSE EPRA / NAREIT) of 8.2%.

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2017, 05 October

Mencap Pension Plan appoints Kempen as its fiduciary manager

The Trustees of the pension scheme of the Royal Mencap Society, a UK charity for people with learning disabilities, has selected Kempen as its fiduciary manager. Mencap has assets of £120m to provide pension benefits to its members. The award of this mandate reinforces Kempen’s relationship with the UK charity sector.

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2017, 02 October

Kempen Capital Management opens Paris office

Amsterdam, 2 October 2017 – Dutch asset manager Kempen Capital Management N.V. (Kempen) is pleased to announce that it has opened an office in Paris, strengthening its presence in the region and marking the latest phase of its development in Europe outside the Netherlands.

2017, 21 September

Back to school

On Monday we saw two announcements regarding European student housing

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2017, 18 September

Quarterly Kempen (Lux) Global Small-cap Fund

This third Quarterly of 2017 provides further insight in the investment process of the Kempen (Lux) Global Small-cap Fund: investment case First Solar, interview with Niels van de Westelaken, Van Lanschot advisor.

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2021, 16 July

Kempen European Private Equity Fund I acquires interest in German heinekingmedia

The Kempen European Private Equity Fund I, a private equity investment fund of Kempen Capital Management (Kempen), today announced the acquisition of a direct interest in heinekingmedia GmbH. heinekingmedia is a German company founded in 2006 offering hardware and software solutions to educational institutions for the purpose of digitalisation and optimisation of the flow of information and communication for the benefit of teachers, students, and parents.

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2021, 13 July

Kempen to introduce second European private equity fund

Kempen Capital Management (Kempen) will launch the Kempen European Private Equity Fund II. The introduction of this new private equity fund represents an important addition to the current range of investment products within private markets offered by Kempen. This fund will focus on small and medium-sized private enterprises in Northern and Western Europe with an enterprise value of up to €100 million.

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2021, 06 July

Van Lanschot Kempen appoints Lars Dijkstra as Chief Sustainability Officer

Van Lanschot Kempen today announced the appointment of Lars Dijkstra as Chief Sustainability Officer. In this newly created capacity, Lars Dijkstra will head up the Sustainability Centre and report directly to the Chairman of the Management Board. The Sustainability Centre brings together and coordinates all sustainability activities at Van Lanschot Kempen.

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2021, 30 June

Carbon risk being underappreciated by markets: modelling indicates a USD75 increase in carbon prices could cause 20% average fall in global equity prices.

New analysis by Kempen Capital Management (Kempen), the EUR86bn asset and fiduciary manager, indicates the extent to which higher carbon prices could lead to a decline in global equity markets. Kempen has modelled the impact of shock increase in carbon prices globally, implemented through either a carbon tax or emissions trading scheme (ETS), as part of research into how responses to climate change can be integrated into investment analysis to protect and enhance the portfolios of long-term investors.

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