SKAGEN Vekst: Weathering the perfect storm
By: Nick HendersonCOVID-19 created severe headwinds for SKAGEN Vekst but the portfolio managers' focus on finding and creating long-term value for clients remains undimmed as ...
SKAGEN Global: An all-weather performer
By: Nick HendersonSKAGEN Global survived the COVID-19 market crash and is designed to thrive, no matter what comes next.
Illiquidity Bites
By: Nick HendersonWhy SKAGEN m2's listed exposure to an attractive asset class helps navigate real estate's liquidity mismatch while safeguarding its strong returns in an ...
UK General Election: A SKAGEN Perspective
By: Nick HendersonFollowing the Conservative's landslide general election victory and a mandate to finally deliver Brexit we assess what this means for UK equites and our ...
Investing sustainably in emerging markets
By: Nick HendersonSKAGEN’s long-standing ESG principles have evolved over time and some of our EM holdings are contributing to make to a greener world.
Brexit: A SKAGEN Perspective
By: Nick HendersonDespite the growing political panic around Brexit, SKAGEN remains company-focused to best understand the fundamental drivers that we expect to create long-term ...
How to create a run-free financial system
By: Nick HendersonA decade on from the financial crisis, is our financial system any safer? That is the question John Cochrane, Senior Fellow of the Hoover Institution at ...
Turkish Turbulence: A SKAGEN Perspective
By: Nick HendersonOur portfolio managers travelled to Istanbul for an update from the funds’ Turkish holdings and to gain a first-hand perspective of the challenges and ...