SKAGEN Focus: Cascades – an undiscovered gem in the circular economy
By: David HarrisSKAGEN Focus' position in Cascades serves to illustrate both our investment process as well as our active ownership and engagement activities.
Portfolio Manager
David Harris joined SKAGEN in January 2015 and has been Portfolio Manager of the equity fund SKAGEN Focus since July 2016. He works with global equity investments, focusing on fundamental company analysis and long-term value creation through active, value-oriented investing.
SKAGEN Focus' position in Cascades serves to illustrate both our investment process as well as our active ownership and engagement activities.
Contrary perhaps to conventional wisdom, companies with a business model that directly contributes to more sustainable outcomes need not have a premium price ...