October

The Tortoise and the Hare: Differentiating between companies in the race towards sustainability

All companies these days are competing in a race, in some way or another, towards the necessary transition to a sustainable globe. Depending on their ...

28.10.2020

SKAGEN Kon-Tiki update: Recovery in motion

Emerging markets outperformed developed markets in the third quarter, as is often the case in periods of a weakening US dollar. SKAGEN Kon-Tiki ...

21.10.2020

The tortoise, the hare and the companies that contribute to a sustainable future

Our sustainability report for the third quarter addresses societal issues, sustainability in the funds and future transition efforts, amongst a range ...

16.10.2020

SKAGEN Vekst: Weathering the perfect storm

COVID-19 created severe headwinds for SKAGEN Vekst but the portfolio managers' focus on finding and creating long-term value for clients remains ...

16.10.2020

SKAGEN Focus continues strong performance in third quarter

SKAGEN Focus performed strongly in the third quarter, outstripping the underlying equity markets and essentially de-coupling from value averages, ...

13.10.2020

Trump or Biden – Does the stock market care who wins the US election?

As we enter the final stretch of the US election campaign, should investors care who wins and make decisions based on the expected outcome? A look at ...

05.10.2020

What is value investing?

The concept of value investing a simple one: By focusing on fundamental company analysis, investors can outperform the stock market by identifying ...

02.10.2020