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The equity fund SKAGEN Focus has unearthed some undervalued cement companies.
Few countries have experienced the economic and political developments that have taken place in Vietnam over the past 17 years. The country's largest ...
Which actor in the economy is most responsible for making radical innovation happen? Mariana Mazzucato comes up with a surprising answer: the state. ...
Future consumers are going to turn the global economy on its head. So says Matt Britton, one of the speakers at SKAGEN's upcoming New Year's ...
SKAGEN m2 is well positioned to take advantage of the trends and developments that will drive the global real estate market over the next few years.
The acquisition of SKAGEN by the Storebrand Group has now been approved by the relevant authorities.
SKAGEN Insight is a new type of equity fund which seeks to generate outperformance by investing in companies subject to activist campaigns.
The Accordion Principle is a powerful strategy that can benefit long-term investors in the insurance sector after a record year of natural disasters.
Cities make us richer, smarter, greener, healthier and happier. So says Harvard professor, Edward Glaeser, who will be presenting at SKAGEN's New ...
A prominent and interesting development in equity investing over the past several years has been the growth in shareholder activism.
The monthly updates on our funds are now ready.
SKAGEN is pleased to announce that the Storebrand Group, a leading participant in the Nordic market for long-term savings and pensions, has agreed to ...
China is the world's second largest growth engine and offers significant long-term opportunities for the active investor.
SKAGEN Performance Update – A tough third quarter
Portfolio manager Michael Gobitschek explains why 2017 has been a good year for the equity fund SKAGEN m2, and gives his outlook for the remainder of ...
The major political flashpoints of 2017 have so far come from North Korea. While the current break in Kim Jong-un's missile testing programme will ...
One of the world's largest gold companies – with a clear revaluation trigger – is the new metals company in the SKAGEN Focus portfolio.
"The Nordic market is my home ground," says lead portfolio manager of SKAGEN Vekst, Øyvind Fjell. After two months at the helm, he has already ...
As Environment, Social and Governance factors (ESG) have gained significant popularity among investors during recent years, one important question ...
There has been outperformance in emerging market (EM) equities in recent years and the big question is: will it continue?
During the first half of 2017, SKAGEN continued to adhere to our long-standing commitment to incorporate Environment, Social and Corporate Governance ...
A wave of change is sweeping through Japan. The global equity fund SKAGEN Focus has been quick to seek out exciting investments in the country.
After several years working in London and most recently in China for Morgan Stanley and Norges Bank Investment Management (NBIM) respectively, ...
While SKAGEN's philosophy has remained unchanged for nearly 25 years, our investment process has developed over time. As a result of the refinements, ...
SKAGEN has published its financial statement for the first half year 2017.
Japan has enjoyed almost 22 years of "easy money". In some respects, its policies could be deemed a success, but in others, an abject failure.
We are pleased to inform you that we have now launched quarterly reports for each of our equity and fixed income funds.
It was a solid quarter for most of our funds.
"While there are fewer opportunities to be found in the US, emerging markets look very attractive," says portfolio manager Knut Gezelius. Watch the ...
In the media Øyvind Fjell has been described as a star and is ranked as one of Norway's best managers of Nordic stocks. Nonetheless, it is with a ...
The equity fund SKAGEN m2 has changed benchmark index following approval by the FSA and unit holders.
Unpopular Italy is a country with attractive opportunities for value managers in search of undervalued stocks.
Macro economist Torgeir Høien discusses what happens to profits if the labour share of income is normalised in this paper entitled "The labour share ...
SKAGEN has hired Fredrik Bjelland as a new portfolio manager to its SKAGEN Kon-Tiki team, managing emerging market equities. He joins SKAGEN from ...
The continued resurgence of emerging market (EM) equities has prompted many investors to revisit their exposure to this engine of global economic ...
SKAGEN's financial statement for the first quarter 2017.
The second half of 2016 saw value investing come back into fashion after eight years of underperforming growth. We discuss whether a longer term ...
The markets have done well after Donald Trump was elected US president. Promises of tax cuts, increased public investments and regulation ...
The figures for year end tax reporting 2016 are now available.
The first quarter was a very good quarter, both in developed and emerging markets. All of our equity and fixed income funds delivered solid returns ...
Unitholders in SKAGEN m2 are hereby invited to a unitholder meeting on Monday 24 April 2017.
Unilever, G4S and Roche. Portfolio managers of SKAGEN Global, Knut Gezelius and Søren Milo Christensen, highlight three companies in the portfolio ...
SKAGEN's equity funds have considerable investments in South Korean companies and are following the recent governance developments in the country ...
Things are looking brighter than they have for a while for SKAGEN Global. This is mainly due to tailwinds for emerging markets as well as the fund's ...
SKAGEN will make a number of changes within its portfolio management team, including a new senior appointment to manage the SKAGEN Vekst fund.
SKAGEN's election meeting was held on Wednesday 8 March 2017, at the Clarion Hotel Energy in Stavanger, Norway. These are the results of the meeting.
The valuation of US stocks has reached new highs after Donald Trump's inauguration as president of the US. However, it is still the companies and the ...
The monthly status reports for our funds are now ready.
2016 was a good year for the majority of our funds, with 8 out of 11 performing ahead of their benchmarks.
SKAGEN Funds will be participating at the Mannheim Fondskongress 2017 in Germany on 25 and 26 January. For those of you planning to attend the ...
Jim Rogers is an American investor, financial commentator and author who co-founded the Quantum Fund with George Soros in 1973. In this interview, ...
2016 ended on an up-beat note, with most indicators suggesting higher economic growth than at the beginning of the year.
The monthly status reports for some of our funds are now ready.
New units have been distributed to unit holders in SKAGEN's fixed income funds based on their holdings as of 31 December 2016.