Innehållet på den här sidan är marknadsföring
In 2023, the equity market (once again) trumped the pessimists who erroneously projected a weak year for stocks, pointing to raging inflation and ...
I suspect that the calendar year 2023 will be remembered with mixed emotions as the global economy and markets remained remarkably resilient in the ...
2023 has been another challenging year for emerging markets relative to developed ones. Despite the headwinds, SKAGEN Kon-Tiki continues to perform ...
A side-effect of the runaway returns generated this year by the world’s biggest companies is that those lower down the food chain are looking ...
At a time when the market has become highly concentrated, picking winners rather than backing the whole field is particularly important.
Improving economic fundamentals and bargain valuations should mean brighter times ahead for property investors.
So far 2023 has been a year of surprises. At the outset, most economists expected a global recession – the perceived wisdom being that choking demand ...
German automotive supplier receives bid at healthy premium delivering value for fund’s unitholders.
The fund is the 2023 winner of the Sicav de Cristal – Kristallenfondsen LA LIBRE Belgique - De Standaard in the category Best Global Equity Fund.
Our emerging markets fund is flying high, delivering benchmark-beating returns through a valuation-driven approach that is positioned for continued ...
Top ten holding receives bid at attractive premium that would create significant value for fund's unitholders.
Our oldest fund continues to deliver solid absolute returns for clients and strong relative performance. With its 30th anniversary on the horizon, we ...
As summer turns to autumn, it is always good to reflect on the year so far and what the remainder of 2023 could have in store for investors.
Global equities ground upwards in July as investor confidence in the economy grew while the reported pace of inflation moderated in many geographies.
The market's strong first half performance inevitably brings higher risk, particularly given its slender foundations. An uncertain macro environment ...
Global equity markets ignored doomsayers and climbed higher in the second quarter. Large technology companies powered the ascent as the buzz around ...
Opinions on the same facts can widely differ, as is evident in the current bull market. In this era of short attention spans and social media ...
A cornerstone of SKAGEN's investment approach over the past three decades has been our long-term perspective. While holding periods industry-wide ...
Recent fund raisings signal growing appetite for real estate and offer greater certainty for investors.
SKAGEN's UK branch has transferred to Storebrand Asset Management UK Ltd ("SAM UK"), a newly incorporated subsidiary of Storebrand Asset Management ...
Global equities traded sideways in May as the debate around interest rate movements and inflation raged on.
As SKAGEN celebrates its 30th anniversary, we assess how the changing investment landscape has impacted active management over recent decades, the ...
AI is fuelling short-term market gains but its long-term power will be far more potent - especially for those who buy it at the right price.
Emerging markets are exciting territory for investors with an appetite for value creation. And now is a good time to jump on board.
Engaging with companies is a key part of an active manager’s responsibility and ESG topics regularly feature on the agenda.
The Sustainable Financial Disclosure Regulation (SFDR) impacts all financial market participants. The main purpose of the regulation is to increase ...
Global equities were broadly flat in April but showed some intermittent volatility as persistent inflation and bank turmoil rattled investors.
Top performing fund wins best global equity small and mid-cap category over three years.
Our global equity fund has started 2023 strongly with its freight company holdings driving the portfolio forward.
Real estate punches above its financial weight in terms of CO2 emissions and plays an important role in driving positive environmental change. ...
We are specialists in contrarian global small and mid-cap stock picking. We believe that going against the mainstream or consensus is necessary to ...
We would like to invite unit holders in SKAGEN Funds to our electoral meeting at SKAGEN's offices at Skagen 3, Torgterrassen in Stavanger on Thursday ...
SKAGEN's focus on good corporate governance is long-standing. For almost 30 years we have recognised it as crucial for long-term profitability and ...
SKAGEN Kon-Tiki portfolio company Raizen's circular approach to energy production highlights Brazil's sustainable commodity advantage.
The banking sector has been extremely volatile of late. What is SKAGEN's view of the turmoil and what is the risk of contagion?
As the world grapples with the challenge of determining what constitutes sustainable investing, it can be difficult to navigate the constantly ...
Global equities declined in February as stubborn inflation data signalled further upward pressure on interest rates. Geopolitical risks continued to ...
One of the largest holdings in SKAGEN Kon-Tiki is the Brazilian materials company Suzano. As a nearly 100 year-old forestry giant, one might think ...
Our global emerging market fund SKAGEN Kon-Tiki continues to outperform, driven by stock selection and price discipline.
SKAGEN Kon-Tiki Portfolio Managers, Fredrik Bjelland and Cathrine Gether, joined by Head of ESG, Sondre Myge, recently visited Brazil. Here's an ...
Global equities had a strong January on market optimism that the rapid rise in interest rates may be approaching peak levels. Our funds had a solid ...
January is the month to get active both physically and financially – good stock picking will ensure portfolios remain healthy to tackle the year ...
"You have to dare to be contrarian and look for the really good bargains. That is where the great opportunities in the emerging markets lie," says ...