August

Levi's: a newcomer to the SKAGEN Focus portfolio

In July, SKAGEN Focus bought into the clothing brand Levi's. The stock is very much one of a kind in the portfolio, but the investment case is clear ...

What should investors consider during times of crisis and inflation?

Following a crisis-rich first half for 2022, we reflect on the nature of crises and the opportunities they often provide. And with inflation set to ...

The five forces driving the resurgence of value stocks

Foes become friends: How five forces that challenged value stocks are now driving its resurgence.