SKAGEN Focus: Cascades – an undiscovered gem in the circular economy
By: David HarrisSKAGEN Focus' position in Cascades serves to illustrate both our investment process as well as our active ownership and engagement activities.
David is Portfolio Manager for the equity fund SKAGEN Focus.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
SKAGEN Focus' position in Cascades serves to illustrate both our investment process as well as our active ownership and engagement activities.
Contrary perhaps to conventional wisdom, companies with a business model that directly contributes to more sustainable outcomes need not have a premium price ...
Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. The funds are denominated in NOK. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document. An overview of costs can be found at www.skagenfunds.com/costs.