A year of mixed emotions
Par: Timothy WarringtonI suspect that the calendar year 2023 will be remembered with mixed emotions as the global economy and markets remained remarkably resilient in the face of ...
Challenging the consensus view
Par: Timothy WarringtonOpinions 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 influence, ...
Annual ESG Report: Navigating a changeable landscape
Par: Timothy WarringtonAs the world grapples with the challenge of determining what constitutes sustainable investing, it can be difficult to navigate the constantly changing ...
Finding value in times of uncertainty
Par: Timothy WarringtonWe consider the advantages of an active, price-driven, contrarian and long-term investment strategy in times of uncertainty – as well as why it's a good time ...
What should investors consider during times of crisis and inflation?
Par: Timothy WarringtonFollowing 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 continue, ...
First quarter ESG report: Open and honest communication is key
Par: Timothy WarringtonWhen it comes to sustainability, the truth is rarely a marketing strapline; it is rather steady, incremental efforts to improve practical matters and secure ...
Annual ESG Report: Keeping it real
Par: Timothy WarringtonIn SKAGEN, we strive always to keep a firm grasp on reality. Our Sustainability Report for 2021 details the nuts and bolts of our active engagement activity. ...
Same procedure as last year... Or is it?
Par: Timothy WarringtonFollowing another extraordinary year, we reflect on the challenges and opportunities before us.
Second quarter sustainability report: The honest road is the hardest road
Par: Timothy WarringtonAs an active owner, SKAGEN's approach is to focus on change when engaging with our portfolio companies where we see there is a need for improvement. Read about ...
CEO update: Putting people at the centre
Par: Timothy WarringtonReporting on a good first half for 2021, we reflect on the importance of putting people at the centre of all that we do.