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Global Stock Markets
SKAGEN Global: Primed for Re-pricing
3 December 2025

Against a market backdrop of rising concentration risk, our global equity fund offers differentiated exposure with latent value in key holdings and significant portfolio upside

Active Management
SKAGEN Focus: Opportunities in a polarized investment world
24 November 2025

Global equities have entered an extreme environment with the market split between a handful of ...

Emerging Markets
SKAGEN Kon-Tiki: Successfully Riding the Emerging Market Rally
5 November 2025

Emerging market equities have performed strongly in 2025, driven by AI momentum. SKAGEN Kon-Tiki's ...

Real Estate
SKAGEN m2 buoyed by Big Yellow approach
16 October 2025

Private equity interest in the UK self-storage group has lifted a listed real estate sector primed ...

Equity FundsActive Management
SKAGEN Focus boosted by Comerica
9 October 2025

Largest US regional bank deal of 2025 is a significant boost to unitholders as M&A activity hots up.

Global Stock Markets
CIO Update: Global equities continue to scale the wall of worry
7 October 2025

A broad rally has propelled stock markets to record highs despite persistent macroeconomic and ...

Global Stock MarketsUSA
Trump’s financial reporting proposal is positive for long-term investors
25 September 2025

Call to change financial reporting frequency has been widely criticised but SKAGEN Global takes the ...

Real Estate
SKAGEN m2: Navigating listed real estate investments in a changing world
18 September 2025

In a turbulent year for global markets, listed real estate has shown surprising regional resilience ...

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