A rewarding quarter

Door: Alexandra Morris

Against a backdrop of steadily declining volatility, SKAGEN experienced a good start to 2019 with strong fund performance.


Japan: a mecca for value investors

Door: Alexandra Morris

In March, several members of SKAGEN's investment team travelled to Japan to visit companies and delve into the opportunities emerging for value investors ...


2018: The storm after the calm

Door: Alexandra Morris

Following a relatively benign 2017, during which investors enjoyed steadily rising equity markets, 2018 was much rougher.


Opportunities lie within emerging market problems

Door: Alexandra Morris

Developed markets had a satisfactory quarter while emerging markets struggled. Nonetheless, we remain fundamentally positive about the latter and sees clear ...


Tackling climate change: A SKAGEN perspective

Door: Alexandra Morris

Environmental, social and governance (ESG) factors are increasingly important in investment decision-making. We look at how tackling climate change creates ...


Navigating choppy waters

Door: Alexandra Morris

Following two years of relative calm, the first quarter of 2018 offered investors a reminder of the risks lurking below the surface of what is now the second ...


Spotlight on Korea - A SKAGEN Perspective

Door: Alexandra Morris

The major political flashpoints of 2017 have so far come from North Korea. While the current break in Kim Jong-un's missile testing programme will hopefully ...


Portfolio precision

Door: Alexandra Morris

While SKAGEN's philosophy has remained unchanged for nearly 25 years, our investment process has developed over time. As a result of the refinements, our ...


Value rotation: How to ride the recovery

Door: Alexandra Morris

The second half of 2016 saw value investing come back into fashion after eight years of underperforming growth. We discuss whether a longer term shift in ...


Right pricing and patience lead to good returns

Door: Alexandra Morris

The valuation of US stocks has reached new highs after Donald Trump's inauguration as president of the US. However, it is still the companies and the price ...


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