This year, infrastructure is benefiting from its defensive characteristics and we believe it may offer inflation protection in the current market cycle. However not all infrastructure assets have the same characteristics and the location of the asset is key to establishing price and potential. We use proprietary data strategies to analyse assets, their locations and the regulatory environment in order to deliver alpha in the portfolio.
Find out more: watch the video below ‘Finding Alpha through Data', where Thomas van der Meij explains how we do this.
Do you want to know more about our Infrastructure strategy?
Or reach out to:
Ian Penrose, Director - Distribution UK (Wholesale), Kempen Capital Management, email: [email protected]
This post is funded by Kempen Capital Management
Important information
Kempen (Lux) Global Listed Infrastructure Fund (the "Sub-fund") is a Sub-fund of Kempen International Funds SICAV (the "Fund"), domiciled in Luxembourg. This Fund is authorised in Luxembourg and is regulated by the Commission de Surveillance du Secteur Financier. Kempen Capital Management N.V. (KCM) is the management company of the Fund. Kempen is authorised as management company and regulated by The Netherlands Authority for the Financial Markets. The Sub-Fund is registered under the license of the Fund at The Netherlands Authority for the Financial Markets.
The information in this document provides insufficient information for an investment decision. Please read the Key Investor Document and the prospectus. These documents as well as annual report, semi-annual report and the articles of incorporation of the Fund are available free of charge at the registered office of the Fund located at 6H, route de Trèves, L-2633 Senningerberg, Luxembourg and on the website of Kempen (https://www.kempen.com/en/asset-management).
