SKAGEN Kon-Tiki: Positioned for three key themes driving emerging markets in 2024
By: Nick HendersonPortfolio has over 70% invested in China, Korea and Brazil where positive changes are underway.
SKAGEN Global: Continued momentum
By: Nick HendersonOur flagship global equity fund has maintained its strong recent performance into the new year thanks to its undervalued holdings attracting investor attention ...
Closing the Korea discount: A SKAGEN Perspective
By: Nick HendersonSKAGEN Kon-Tiki webinar this week to discuss our role in improving shareholder returns at Korean banks.
Investing against the grain to harvest the best emerging market returns
By: Nick Henderson2023 has been another challenging year for emerging markets relative to developed ones. Despite the headwinds, SKAGEN Kon-Tiki continues to perform strongly.
SKAGEN Global: Finding many ways to win
By: Nick HendersonAt a time when the market has become highly concentrated, picking winners rather than backing the whole field is particularly important.
Vitesco lift for SKAGEN Focus
By: Nick HendersonGerman automotive supplier receives bid at healthy premium delivering value for fund’s unitholders.
SKAGEN Kon-Tiki: The common sense fund delivering uncommon returns
By: Nick HendersonOur emerging markets fund is flying high, delivering benchmark-beating returns through a valuation-driven approach that is positioned for continued success ...
Self Storage Group boost for SKAGEN m2
By: Nick HendersonTop ten holding receives bid at attractive premium that would create significant value for fund's unitholders.
SKAGEN Vekst: Leading the pack
By: Nick HendersonOur oldest fund continues to deliver solid absolute returns for clients and strong relative performance. With its 30th anniversary on the horizon, we examine ...
SKAGEN Performance Update – A solid second quarter
By: Nick HendersonGlobal equity markets ignored doomsayers and climbed higher in the second quarter. Large technology companies powered the ascent as the buzz around Artificial ...
Samsung Electronics: (Still) together for tomorrow
By: Nick HendersonA cornerstone of SKAGEN's investment approach over the past three decades has been our long-term perspective. While holding periods industry-wide have fallen ...
SKAGEN performance update – a mixed May
By: Nick HendersonGlobal equities traded sideways in May as the debate around interest rate movements and inflation raged on.
SKAGEN Focus wins Lipper Fund Awards
By: Nick HendersonTop performing fund wins best global equity small and mid-cap category over three years.
SKAGEN Global: Powering ahead
By: Nick HendersonOur global equity fund has started 2023 strongly with its freight company holdings driving the portfolio forward.
SKAGEN Performance Update – A Mixed February
By: Nick HendersonGlobal equities declined in February as stubborn inflation data signalled further upward pressure on interest rates. Geopolitical risks continued to simmer due ...
SKAGEN performance update: A strong January
By: Nick HendersonGlobal equities had a strong January on market optimism that the rapid rise in interest rates may be approaching peak levels. Our funds had a solid month with ...
Mohamed El-Erian: Influential economist, investor and commentator
By: Nick HendersonFew people are better placed to understand the turmoil in global financial markets today than Mohamed El-Erian. After four decades' working in high-profile ...
SKAGEN m2 celebrates 10-year anniversary
By: Nick HendersonOctober marks a decade since the start of our real estate fund which has skilfully navigated a rapidly changing global property market and several economic ...
SKAGEN Global: Staying strong in weak markets
By: Nick HendersonIn difficult periods, it is easy to forget that stock markets have a long history of running hot and cold, and that even the coolest periods are often soon ...
What fighting inflation means for stock markets
By: Nick HendersonWhile investor sentiment remains negative, the longer term opportunities are bright.