The Tortoise and the Hare: Differentiating between companies in the race towards sustainability
Par Sondre MygeAll companies these days are competing in a race, in some way or another, towards the necessary transition to ...
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October
CEO update: The six-month wall and how to get over it
Par Timothy WarringtonWe have been living with the challenges of the global pandemic for over six months. While the six-month point ...
SKAGEN Kon-Tiki update: Recovery in motion
Par Fredrik BjellandEmerging markets outperformed developed markets in the third quarter, as is often the case in periods of a ...
The tortoise, the hare and the companies that contribute to a sustainable future
Par Anna S. MarcusOur sustainability report for the third quarter addresses societal issues, sustainability in the funds and ...
SKAGEN Vekst: Weathering the perfect storm
Par Nick HendersonCOVID-19 created severe headwinds for SKAGEN Vekst but the portfolio managers' focus on finding and creating ...
SKAGEN Focus continues strong performance in third quarter
Par Jonas EdholmSKAGEN Focus performed strongly in the third quarter, outstripping the underlying equity markets and ...
SKAGEN Performance Update – A Solid Third Quarter
The rotation into value gathered momentum in the third quarter, benefitting our concentrated global equity ...
Trump or Biden – Does the stock market care who wins the US election?
Par Alexandra MorrisAs we enter the final stretch of the US election campaign, should investors care who wins and make decisions ...
What is value investing?
Par Alexandra MorrisThe concept of value investing a simple one: By focusing on fundamental company analysis, investors can ...