Kempen Capital Management

Asset class 'performs well after crises'

Kickstarting the 'green industrial revolution'

Green bond investment among plans

Is sectoral diversification a 'dead cat bounce'?

Under-researched area

Managed by Rik den Hartog

At first glance, European smaller companies look expensive. They trade on a two-year forward earnings-per-share multiple of 15.8x, against their 15-year average of 13x.