An Active Manager with a Proven Track Record. As the founder, co-owner, and investment director of Summit ...

A Rate Hawk Offers Insight into the Financial Machinery. After 10 years as one of the twelve Federal Reserve ...

While stock markets have generally signalled their approval of the clear-cut victory for Donald Trump and the ...

With the US attracting much investor attention in the countdown to election day, the strong recent ...

The Art of Playing Your Cards Right. Value investor, author, and poker player. The co-founder and president ...

The candidates are inseparable in the election ratings but have many divergent views, including on the ...

In the second of a series of articles ahead of the US election, I explore the central factor in voters’ minds ...

CTP, a major logistics player in Central and Eastern Europe, is setting the pace in the industry with its ...

The third quarter saw a broadening of the equity rally and the emergence of several factors that signal a ...

On a recent trip to China and India, we were struck by the stark contrast between the two economies. In Hong ...

When Value and Responsibility Go Hand in Hand. Professor of finance, speaker, and author. If you are ...

Bargain prices and an improving economic environment look favourable for smaller companies to generate bigger ...

With many property markets improving and delivering positive returns in 2024, investors are increasingly ...

As a dwindling number of stocks drive global equity returns, what are the implications for markets and ...

We recently met with our two Canada-based holdings and received positive updates on their ambitious plans for ...

Global equities maintained their ascent in the second quarter, but fewer stocks are generating the returns – ...

Despite news headlines dominated by ongoing elections globally, the impact on overall investment returns ...

In the first of a series of articles ahead of the US election, I examine how the reversal of capital flows ...

Our flagship equity fund is lagging the tech-heavy global index this year but is well-placed for the ...

Why neglected small-caps driving real-world changes can be the big winners of the green transition.

The latest round of inflation data appears to have reassured investors that interest rate cuts remain in ...

After a strong end to last year, listed real estate has had a more difficult start to 2024.

Our global small and mid-cap fund has won several international awards in recognition of its strong long-term ...

As of 21 May 2024, there will be a change to the cutoff times for SKAGEN’s funds. This is a result of new ...

Top performing fund wins best global equity small and mid-cap category over five years.

Stock markets around the world broke records during the first quarter but economic and geopolitical risks are ...

Portfolio has over 70% invested in China, Korea and Brazil where positive changes are underway.  

SKAGEN has won the prestigious Dutch award, the Golden Bull (Gouden Stier), in the category Fund House of the ...

On a recent visit to South Korea, Vietnam and India, we discovered three very different cultures and ...

While we do not claim to be able to slow climate change, we can say that when we invest and engage with a ...

The course for emerging market investors rarely runs smooth and 2024 has so far been no exception.

Our flagship global equity fund has maintained its strong recent performance into the new year thanks to its ...

SKAGEN Kon-Tiki webinar this week to discuss our role in improving shareholder returns at Korean banks.

Distorted valuations at both ends of the equity market capitalisation spectrum create risks for ...

Perhaps inevitably 2023 ended with a bang for equity markets. A year that began with expectations for a ...