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2016

Trump's Nutty Professor

Will Trump's economic policies bring prosperity, jobs and joy to the US and the global economy?

28.12.2016

Index, active, or truly active?

Recent years have not been kind to active fund managers. This has, naturally enough, given rise to questions as to whether it is possible to make ...

30.11.2016

No Trump effect on corporate bonds

"Picking the right bond that is sold for the wrong reason is a good strategy at present," says portfolio manager Tomas Nordbø Middelthon.

29.11.2016

Seeking Value in Modern Global Markets

The asset management industry faces increasing scrutiny from both consumers and regulators. At SKAGEN, we believe that active managers with the right ...

24.11.2016

SKAGEN appoints Øyvind Schanke as new CEO

Øyvind Schanke has been appointed as Chief Executive Officer (CEO) of SKAGEN, with effect from 1 February 2017. He joins SKAGEN from Norges Bank ...

22.11.2016

“Opportunities following US election surprise”

The surprising election of Donald Trump as the 45th President of the USA initially sent stocks tumbling in the world's financial markets early this ...

09.11.2016

Brazil: this year's hottest market still offers opportunities

Year-to-date the Brazilian stock market has climbed 86 percent in EUR and is showing few signs of slowing down. After such a formidable increase, ...

02.11.2016

Race for the White House: What does the US election mean for SKAGEN?

The violent reaction to Brexit highlighted equity markets' aversion to uncertainty and although post-Brexit losses have been recovered, investors are ...

31.10.2016

Portfolio managers prepared for US election

The upcoming presidential election in the US has taken many twists and turns so far. Nonetheless, the portfolio managers are prepared for when the ...

24.10.2016

Latest market report: As the world looks West - we look everywhere

We had a satisfactory third quarter - 10 out of 11 of our funds outperformed their respective benchmark indices. With the US elections and a ...

20.10.2016

Responsible investing - more than empty words

Investing responsibly – also referred to as Environmental, Social And Governance (ESG) – should be more than just empty words. This was a core theme ...

19.10.2016

SKAGEN Kon-Tiki to have one lead manager

Knut Harald Nilsson is to become sole lead manager of SKAGEN Kon-Tiki while Kristoffer Stensrud will continue as a portfolio manager and focus purely ...

12.10.2016

G4S: Back on track

As the Olympic summer draws to a close, it marks the fourth anniversary of an episode one of SKAGEN Global's top ten holdings would probably wish to ...

30.09.2016

New head of portfolio management team

Alexandra Morris has the kind of winning mentality that pushes her to achieve the best returns for clients. With her broad experience from investing ...

16.09.2016

Status reports for August

Please note that you may subscribe to these reports and get them sent directly to your inbox. Register here for SKAGEN's subscription service, where ...

08.09.2016

Emerging market optimism: how sustainable is the recovery?

In an article on  Portfolio Institutional Lauren Juliff is discussing if the Emerging Market optimisim is founded in sustainable recovery.

19.08.2016

Fundamental investing in an uncertain world

Since the beginning of summer a series of political and terrorist-related shocks have created waves of economic and market uncertainty across the ...

08.08.2016

ESG update on 2016 to date

During the first half of 2016, in SKAGEN we have continued to increase our focus on our long-standing commitment to Environment, Social and Corporate ...

20.07.2016

New Market Report: Europe's divorce can create opportunities

Brexit dominated the news flow in the quarter. But while the post-Brexit debate rages on, SKAGEN continues to analyse companies, not politics.

20.07.2016

Staying focused

Despite being the youngest of our five equity funds, SKAGEN Focus has quickly developed to embody the same quarter of a century old investment ...

14.07.2016

Jane Tvedt to become Lead Portfolio Manager in SKAGEN Tellus

Jane Tvedt  took over as portfolio manager of the global bond fund SKAGEN Tellus on 17 June.

24.06.2016

Are we close to a turning point?

It is always difficult to say when a party is over. After three years of falling returns in emerging markets, there weren't many people left at the ...

22.06.2016

Video: Highlights from the funds in May

After a very good month of April, our key equity funds continued to deliver better returns than their benchmark indexes in May. Watch this video for ...

09.06.2016

Food for thought

On the list of the year's largest mergers and acquisitions we find a number of companies from the agricultural sector, particularly within seeds and ...

06.06.2016

SKAGEN hires new Investment Director

Alexandra Morris has been hired as Investment Director of SKAGEN with effect from September 2016. She takes over from CEO Leif Ola Rød, who has been ...

18.05.2016

SKAGEN to vote for additional board members in Stock Spirits

At the upcoming AGM of Stock Spirits, SKAGEN AS has decided to vote for the addition of two independent directors to the board, as proposed by the ...

13.05.2016

Video: A good April

All of SKAGEN's funds performed in line with or better than their respective benchmark indexes in April. Watch this video for highlights from the ...

12.05.2016

Turnaround?

SKAGEN's equity funds all performed in line with or better than their respective benchmark indexes in April. Some of the funds' detractors from the ...

09.05.2016

Financial Attraction

Although we are bottom-up investors, the stocks we pick are inevitably influenced, to differing degrees by broader investor sentiment.

03.05.2016

Status reports for February

Please note that you may subscribe to these reports and get them sent directly to your inbox. Register here for SKAGEN's subscription service, where ...

28.04.2016

Quarterly financial statement

SKAGEN's financial statement for the first quarter 2016.

27.04.2016

Latest market report: A volatile quarter

There are signs of improvement in the emerging markets which experienced their best quarter versus global equities since 2009. The broad sell-off we ...

21.04.2016

Will the helicopters take off?

Having helicopters drop money will hardly help central banks achieve their inflation targets.

21.04.2016

Q1 video 2016

Portfolio managers Kristoffer Stensrud and Tomas Johansson discuss how the events of the quarter affected their funds, SKAGEN Kon-Tiki and SKAGEN ...

14.04.2016

Status reports for March

Please note that you may subscribe to these reports and get them sent directly to your inbox. Register for SKAGEN's subscription service, where you ...

14.04.2016

The global funds that have bucked the trend and consistently outperformed

In the next article of the series, FE Trustnet puts the IA Global and IA Global Equity Income sectors under the spotlight to see if any funds have ...

05.04.2016

SKAGEN’s CEO to take over as acting CIO

Ole Søeberg, CIO and Portfolio Manager of SKAGEN Vekst will change role to focus solely on managing Vekst. SKAGEN's CEO, Leif Ola Rød, will become ...

04.04.2016

Opportunities amid the turmoil

2016 has so far been a bumpy ride for investors with weak oil prices and fears over China causing ripples of anxiety across the world economy and a ...

31.03.2016

Video: Highlights from the funds in February

The correction that we saw at the start of the year continued for some time in February. Banks and other financial institutions in particular have ...

11.03.2016

The importance of stock picking

Knut Gezelius, portfolio manager of SKAGEN Global, explains what stock picking means for SKAGEN and the advantages of taking a bottom-up company ...

04.03.2016

New perspective on Emerging Markets

Uncertainty around Emerging Markets has weighed down on financial markets in recent years. Nonetheless, is it reasonable to draw just one overall ...

29.02.2016

Filip Weintraub's bets for 2016

"People need food, and there is a growing demand for protein globally," says Filip Weintraub in answer to why he is investing in a chicken producer ...

26.02.2016

Long-term benefits

Making mistakes is an inevitable part of being an investor. As long as company values are mainly based on future events, this is the way it must be. ...

22.02.2016

Notice of electoral meeting

We would like to invite unit holders in SKAGEN Funds to our electoral meeting on 9 March in Norway.

19.02.2016

Annual Report 2015

2015 was characterised by large currency movements and a decline in energy and commodity prices. This had both positive and negative effects.

19.02.2016

Japan’s futile quest for inflation

Amid the global economic uncertainty at the end of January and increasing scrutiny of central banks, one took an unprecedented step which sent ...

16.02.2016

Video: Highlights from the funds in January

2016 got off to a difficult start amid uncertainty around China and continued falling oil prices. We look at how our funds performed in this ...

15.02.2016

Status reports for January

Please note that you may subscribe to these reports and get them sent directly to your inbox. Register here for SKAGEN's subscription service, where ...

09.02.2016

Hard start to the year in China

China's stock market has continued to fall sharply over recent weeks. On 7th January trading on the stock exchange was suspended. Investment director ...

28.01.2016

"Good opportunities to be found in a correction"

The weakest start of a year since the financial crisis years provides many buying opportunities for stock pickers like SKAGEN, according to Portfolio ...

21.01.2016

Status reports for December

The monthly status reports for our funds are now ready.

12.01.2016