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April

Is value investing back from the wilderness?

A year ago, the contrarian value investor seemed on the brink of extinction. SKAGEN Focus portfolio manager Jonas Edholm examines why value investing ...

28.04.2021

SKAGEN Global: A holistic view of ESG

SKAGEN Global believes that ESG is an area that long-term investors need to include as part of the bottom-up due diligence and integrate in the ...

26.04.2021

SKAGEN Focus: Digging for discounts in metals and mining

"A gold mine is a hole in the ground with a liar on top" –  Mark Twain's description captures the mistrust of an industry which has historically ...

23.04.2021

The snowball effect: First quarter sustainability report published

SKAGEN has a clear goal to improve sustainable business practices across our holdings. Read more about how we go about this in our first quarter ...

22.04.2021

SKAGEN Kon-Tiki: Value recovery continues

The recent change in market backdrop has benefited growth-sensitive and cyclical assets as shown by value's continued outperformance of growth. With ...

20.04.2021

Results of extraordinary election meeting

SKAGEN's extraordinary election meeting was held on Thursday 8 April 2021. These are the results of the meeting.

09.04.2021

Results of extraordinary election meeting

SKAGEN's extraordinary election meeting was held on Thursday 8 April 2021. These are the results of the meeting.

09.04.2021

Incremental ESG change in the real estate sector

Real estate is of growing importance to society, both in terms of how the built environment tackles climate change and how it interacts with its ...

08.04.2021