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2017

SKAGEN Focus: finding treasure in the cement sector

The equity fund SKAGEN Focus has unearthed some undervalued cement companies. 

28.12.2017

The growth miracle in South East Asia

Few countries have experienced the economic and political developments that have taken place in Vietnam over the past 17 years. The country's largest ...

20.12.2017

Government - investor, risk-taker, innovator

Which actor in the economy is most responsible for making radical innovation happen? Mariana Mazzucato comes up with a surprising answer: the state. ...

18.12.2017

Understanding the millennials

Future consumers are going to turn the global economy on its head. So says Matt Britton, one of the speakers at SKAGEN's upcoming New Year's ...

14.12.2017

Favourable conditions in the global real estate market

SKAGEN m2 is well positioned to take advantage of the trends and developments that will drive the global real estate market over the next few years.

11.12.2017

Acquisition of SKAGEN by Storebrand approved

The acquisition of SKAGEN by the Storebrand Group has now been approved by the relevant authorities.

07.12.2017

New equity fund launched to benefit from activist trends globally

SKAGEN Insight is a new type of equity fund which seeks to generate outperformance by investing in companies subject to activist campaigns.

04.12.2017

Activism comes of age

A prominent and interesting development in equity investing over the past several years has been the growth in shareholder activism.

30.11.2017

City lover: Ed Glaeser to speak at New Year's Conference

Cities make us richer, smarter, greener, healthier and happier. So says Harvard professor, Edward Glaeser, who will be presenting at SKAGEN's New ...

30.11.2017

China: long-term opportunities for the active investor

China is the world's second largest growth engine and offers significant long-term opportunities for the active investor. 

01.11.2017

SKAGEN acquired by the Storebrand Group

SKAGEN is pleased to announce that the Storebrand Group, a leading participant in the Nordic market for long-term savings and pensions, has agreed to ...

25.10.2017

Spotlight on Korea - A SKAGEN Perspective

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 ...

04.10.2017

Emerging markets - where are we now?

There has been outperformance in emerging market (EM) equities in recent years and the big question is: will it continue?

13.09.2017

Improving ESG can boost returns

As Environment, Social and Governance factors (ESG) have gained significant popularity among investors during recent years, one important question ...

13.09.2017

SKAGEN Focus lured by Japanese reforms

A wave of change is sweeping through Japan. The global equity fund SKAGEN Focus has been quick to seek out exciting investments in the country.

04.09.2017

Portfolio precision

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

29.08.2017

New SKAGEN Kon-Tiki portfolio manager lands from Shanghai

After several years working in London and most recently in China for Morgan Stanley and Norges Bank Investment Management (NBIM) respectively, ...

29.08.2017

Japan's futile quest for inflation

Japan has enjoyed almost 22 years of "easy money". In some respects, its policies could be deemed a success, but in others, an abject failure.

18.07.2017

Humble, but with high expectations

In the media Øyvind Fjell has been described as a star and is ranked as one of Norway's best managers of Nordic stocks. Nonetheless, it is with a ...

06.07.2017

Change to the articles of association of SKAGEN m2

The equity fund SKAGEN m2 has changed benchmark index following approval by the FSA and unit holders.

30.06.2017

Why stock pickers thrive in emerging markets

The continued resurgence of emerging market (EM) equities has prompted many investors to revisit their exposure to this engine of global economic ...

27.06.2017

Labour's Revenge?

Macro economist Torgeir Høien discusses what happens to profits if the labour share of income is normalised in this paper entitled "The labour share ...

14.06.2017

SKAGEN Kon-Tiki recruits emerging markets specialist

SKAGEN has hired Fredrik Bjelland as a new portfolio manager to its SKAGEN Kon-Tiki team, managing emerging market equities. He joins SKAGEN from ...

12.06.2017

Latest market report: Strong stock markets in first quarter

The first quarter was a very good quarter, both in developed and emerging markets. All of our equity and fixed income funds delivered solid returns ...

09.05.2017

Macro comment: Trump against trend

The markets have done well after Donald Trump was elected US president. Promises of tax cuts, increased public investments and regulation ...

25.04.2017

Picking winners in turbulent times

This year, around 60% of global economic growth will come from Emerging Markets. Their contribution to global output has risen remarkably, but while ...

19.04.2017

Notice of unit holder meeting in SKAGEN m2

Unitholders in SKAGEN m2 are hereby invited to a unitholder meeting on Monday 24 April 2017.

06.04.2017

Potential South Korea reform could benefit SKAGEN

SKAGEN's equity funds have considerable investments in South Korean companies and are following the recent governance developments in the country ...

31.03.2017

New market report: Stock picking is a skill and an art

2016 was a good year for the majority of our funds, with 8 out of 11 performing ahead of their benchmarks.

31.01.2017

Navigating Change: A SKAGEN New Year Conference Perspective

As the UK begins its complicated extrication from the EU and America apprehensively welcomes a new President, it was perhaps unsurprising that the ...

26.01.2017

The works of the world

2016 ended on an up-beat note, with most indicators suggesting higher economic growth than at the beginning of the year.  

09.01.2017

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