CIO Update: Playing the Long Game
Par Alexandra MorrisThe rapid rise of the Delta variant is spooking the market. However, provided we remain vigilant and reopen ...
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August
China's tightening regulations: the SKAGEN Kon-Tiki view
In recent months, there has been a significant tightening of regulations governing Chinese companies in a ...
Ivanhoe Mine's Net-Zero Crusade
Par Nick HendersonIvanoe Mines, the mining company held by three SKAGEN funds, is to ensure that its flagship project becomes ...
SKAGEN Global: Strong company reports in Q2
Par Knut GezeliusThe global equity market delivered solid gains during the second quarter. SKAGEN Global also generated good ...
A strong quarter for global real estate and SKAGEN m2
The second quarter was once again positive for global real estate, which continued to catch up with the ...
Atlantic Sapphire: High conviction and disruptive ESG
Par Cathrine GetherSKAGEN Kon-Tiki and the ESG team undertook a more in-depth and proactive collaboration with Atlantic Sapphire ...