SKAGEN Focus: Contrarian investors on a profitable path
By: Jonas EdholmOur global small and mid-cap fund has won several international awards in recognition of its strong long-term performance.
The Magnificent Gap
By: Jonas EdholmDistorted valuations at both ends of the equity market capitalisation spectrum create risks for herd-following investors but huge opportunities for those who ...
Five reasons why contrarian small-caps are primed to generate big returns
By: Jonas EdholmWe are specialists in contrarian global small and mid-cap stock picking. We believe that going against the mainstream or consensus is necessary to produce ...
The five forces driving the resurgence of value stocks
By: Jonas EdholmFoes become friends: How five forces that challenged value stocks are now driving its resurgence.
SKAGEN Focus: The art of thinking like an industrialist
By: Jonas EdholmSo far in 2021, SKAGEN Focus has received no less than five buy-out offers for various companies across the portfolio. This has been highly profitable for our ...
An active quarter for SKAGEN Focus
By: Jonas EdholmOur high conviction global equity fund SKAGEN Focus delivered a strong return in the second quarter and added several new positions.
Is value investing back from the wilderness?
By: Jonas EdholmA year ago, the contrarian value investor seemed on the brink of extinction. SKAGEN Focus portfolio manager Jonas Edholm examines why value investing might now ...
SKAGEN Focus: Exceptionally strong end to the year
By: Jonas EdholmFollowing a very strong last quarter for the fund, SKAGEN Focus posted a solid absolute return for 2020.
Value investing: the big reset
By: Jonas EdholmFollowing a decade in the wilderness, value investors like ourselves may finally be witnessing the beginning of a major turn in the investment cycle. We ...
SKAGEN Focus continues strong performance in third quarter
By: Jonas EdholmSKAGEN Focus performed strongly in the third quarter, outstripping the underlying equity markets and essentially de-coupling from value averages, which have ...
Where next for traditional value investing?
By: Jonas EdholmHow unpopular equities can rediscover their unconventional success.