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January

Coronavirus market reaction: A SKAGEN perspective

Global stock markets fell sharply on Monday as fears grew about the spread and potential impact of the coronavirus outbreak. As global investors, ...

29.01.2020

Illiquidity Bites

Why SKAGEN m2's listed exposure to an attractive asset class helps navigate real estate's liquidity mismatch while safeguarding its strong returns in ...

28.01.2020

SKAGEN Performance Update – An Eventful Fourth Quarter

Global equities recovered strongly in 2019 after the sharp sell-off at the end of 2018, boosted by unrelenting US momentum and a resurgence from ...

23.01.2020

SKAGEN Insight to close

SKAGEN has decided to close the shadow activist equity fund SKAGEN Insight. The liquidation will be effective from 23 January 2020.

23.01.2020

Over the wall of worry

Global equities recovered strongly in 2019 after the sharp sell-off at the end of 2018, boosted by unrelenting US momentum and a resurgence from ...

14.01.2020

Optimism drove the markets in the fourth quarter

In the final quarter of the year, markets were cheered by signs that the manufacturing cycle may have turned and that there might finally be a trade ...

05.01.2020

Value investing in the next decade: Is it time to retire the price-book metric?

SKAGEN Global looks at the rise of intangible assets, their antiquated accounting treatment and the profound impact on traditional valuation metrics.

03.01.2020

Distribution of new units in fixed income funds

New units have been distributed to unit holders in SKAGEN's fixed income funds based on their holdings as of 31 December 2019.

03.01.2020