Value investing: the big reset
Par Jonas EdholmFollowing a decade in the wilderness, value investors like ourselves may finally be witnessing the beginning ...
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November
Nassim Nicholas Taleb: Dealing with the unexpected
Par Naja Helene Hørup HertzumNassim Nicholas Taleb made his fortune by holding a steady course through unpredictable financial events. He ...
Best-selling author Michael Lewis to speak at SKAGEN's New Year's Conference
Par Anna S. MarcusFew people are better equipped to write the contemporary history of the financial world, or to express their ...
Small companies, big returns?
Par Alexandra MorrisIn the summer I wrote about the record disparity between growth and value stocks. Since news broke of a ...
Five commandments for value investors
Par Alexandra MorrisIn order to succeed as a value investor, it is not enough to just find companies that have low valuation ...
Japanese journey: Property investing in Japan
SKAGEN m2 is finding value in Japan's property market, supported by the country's corporate governance ...
US Presidential Election: A SKAGEN Perspective
Par Alexandra MorrisInvestors hoping for a swift resolution to the US election have clearly been left disappointed as the ...