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Van Lanschot Kempen Investment Managemen
Navigating Market Extremes: The ever so important role of diversification
Equity markets have reached extreme levels of market concentration. This is largely the result of a few mega-cap companies with stellar stock performance. It is important in these types of markets to continue to seek diversification strategies.
Video update: What about the small cap premium?
Small caps are currently trading at a discount to large caps, why is this? With many influencing factors, we dive into the details to identify the most important issues for investors to consider.
The evolution of Japanese small caps
Despite the Japanese stock market already breaking long-standing record highs this year, we believe there is more in store for Japanese equities, in particular for selected small-cap investments.


