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Following another extraordinary year, we reflect on the challenges and opportunities before us.
Few women now alive, if any, possess the experience of and insight into major world events of recent decades as former US Secretary of State Hillary ...
The Norwegian Financial Supervisory Authority (FSA) has approved the proposed amendment to the management fee of SKAGEN Global, unit classes A and B.
The mining legend Robert Friedland, founder and chairman of Ivanhoe Mines, will be one of the speakers at our New Year's Conference 2022.
Nobel laureate, former chief economist at the World Bank, former adviser to the US president and not least a prominent professor. Joseph Stiglitz is ...
Active managers have a clear advantage when it comes to ESG: we can decide which companies to hold, how much exposure we want and when to sell.
As long-term investors, we regularly engage with our portfolio companies to promote and encourage improvements.
We discuss the key takeaways from the Glasgow Climate Pact from a SKAGEN perspective.
Michael Pettis will make his debut appearance at our New Year conference in January, arguably with perfect timing.
So far in 2021, SKAGEN Focus has received no less than five buy-out offers for various companies across the portfolio. This has been highly ...
SKAGEN Global continues to navigate market volatility and economic uncertainty to deliver strong returns for clients.
Sustainability often means different things to different people but there is a clear distinction between sustainable asset management and sustainable ...
Record takeover activity is buoying listed property assets and boosting SKAGEN m2.
The latest Chinese stock market meltdown has brought Emerging Market valuations to compelling levels.
SKAGEN intends to change the fee model for SKAGEN Global to the benefit of unitholders.
Would you go to your neighbour for advice about your chest pains? Unless she is a doctor, the answer is likely no. My guess is that the same goes for ...
As stock markets around the world become ever more expensive, real estate is looking increasingly attractive. So far 2021 has been a story of ...
We are deeply saddened to learn of the death of Kristoffer Stensrud at the age of 67. He was a renowned figure in Norwegian and international finance ...
How SKAGEN uses legal proceedings to remedy governance breaches on behalf of clients.
New categorisation as "environmental and socially promoting" funds to reflect the continued strengthening of SKAGEN's approach to integrating ...
The rapid rise of the Delta variant is spooking the market. However, provided we remain vigilant and reopen in a sensible way, I am optimistic that ...
In recent months, there has been a significant tightening of regulations governing Chinese companies in a wide range of industries. We discuss the ...
Ivanoe Mines, the mining company held by three SKAGEN funds, is to ensure that its flagship project becomes the first net-zero operational carbon ...
The global equity market delivered solid gains during the second quarter. SKAGEN Global also generated good returns in the period, aided by strong ...
The second quarter was once again positive for global real estate, which continued to catch up with the broader equity market. SKAGEN m2 also had a ...
SKAGEN Kon-Tiki and the ESG team undertook a more in-depth and proactive collaboration with Atlantic Sapphire in the second quarter 2021 to support ...
Our high conviction global equity fund SKAGEN Focus delivered a strong return in the second quarter and added several new positions.
As long-term investors, we regularly engage with our portfolio companies to promote and encourage improvements. There was a particular focus on ...
As an active owner, SKAGEN's approach is to focus on change when engaging with our portfolio companies where we see there is a need for improvement. ...
Reporting on a good first half for 2021, we reflect on the importance of putting people at the centre of all that we do.
Contrary perhaps to conventional wisdom, companies with a business model that directly contributes to more sustainable outcomes need not have a ...
Pricing pressure is rising: what does this mean for equities and other assets, and should we be worried? For investors focused on value, it could be ...
The SKAGEN Focus investment team is Jonas Edholm, Portfolio Manager, David Harris, Portfolio Manager and Jakob Rikwide, Equity Analyst.
Why our focus on value and active stock-picking should provide a winning combination for investors.
A year ago, the contrarian value investor seemed on the brink of extinction. SKAGEN Focus portfolio manager Jonas Edholm examines why value investing ...
SKAGEN Global believes that ESG is an area that long-term investors need to include as part of the bottom-up due diligence and integrate in the ...
"A gold mine is a hole in the ground with a liar on top" – Mark Twain's description captures the mistrust of an industry which has historically ...
SKAGEN has a clear goal to improve sustainable business practices across our holdings. Read more about how we go about this in our first quarter ...
The recent change in market backdrop has benefited growth-sensitive and cyclical assets as shown by value's continued outperformance of growth. With ...
Real estate is of growing importance to society, both in terms of how the built environment tackles climate change and how it interacts with its ...
From 9 April 2021, we will start publishing the prices for SKAGEN's funds after the markets close.
A year on from the world entering lockdown and stock markets plummeting, vaccine rollouts and economic reawakening signal optimism for a sustained ...
With commentators' attention largely focused on bond markets and the spike in yields driven by inflation fears, global equities have been relatively ...
SKAGEN has committed to joining the collective global effort to reduce greenhouse gas emissions. In September 2020, we decided to carry out annual ...
At SKAGEN, we strive to be a diverse and inclusive company since we are convinced that this will lead to long-term business success. Our Diversity ...
SKAGEN Vekst considers ESG factors to be an essential part of our research process, in the same way that we analyse all elements which could impact a ...
Consistent with SKAGEN Kon-Tiki's long-term investment approach in emerging markets, ESG considerations have been part of our fundamental research ...
With the market noise and turbulence of 2020, it was easy to overlook that emerging markets outperformed developed markets for the first time since ...
At SKAGEN we take a holistic view of ESG. For us, it is paramount that companies have a strong culture for pursuing improvements and set clear ...
Our Sustainability Report for 2020 addresses societal issues, sustainability in the funds and future transition efforts, amongst a range of other ...
Despite 2020 being a year many would prefer to forget, SKAGEN Kon-Tiki ended the year at an all-time high NAV after outperforming both the MSCI EM ...
Following a very strong last quarter for the fund, SKAGEN Focus posted a solid absolute return for 2020.
Like society at large, 2020 was a strange and often difficult year for investors. Nonetheless, the wide dispersion in returns between sectors and ...