Van Lanschot Kempen Investment Management

Kempen Capital Management has long used fundamental analysis to select securities. Big data has played an increasingly important role in how we decide which investments to make over the past few years.

Infrastructure equities performed extremely well in 2019, with our infrastructure fund up more than 30% over the year – not bad for an asset class providing stable, predictable cash flows.

As of today, five Kempen funds are entitled to carry the Febelfin sustainability label. In the first round of last year, Kempen received the label for 4 funds, to which a fifth fund was added in this round.

What do our equity portfolio managers expect in 2021 and beyond? We spoke to the fund managers of our small-cap, dividend and sustainable equity strategies and our Global Impact Pool to find our.

When writing an outlook, it’s always tempting to say there’s a great deal of uncertainty. After all, the future is always uncertain.

The barter economy features very early on in the annals of human history – the exchange of goods and services has shaped human society throughout the ages and that trend is no different today.

It is almost five years since the Paris Agreement was signed and we are seeing countries, cities and companies across the globe reaffirm their commitment by pledging to reach ‘net zero’ emissions by 2050.

We look at a company that’s benefitting from the trend towards flexible working and in our view could represent a compelling investment opportunity: Workspace.

​​​​​​​Everyone knows how Covid-19 has transformed the way we live our lives over the past few months.

This year, the Kempen (Lux) Euro High Yield Fund of Kempen Capital Management (Kempen) celebrates its third anniversary. This milestone coincides with the achievement of a total of € 250 million in assets under management.