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Investment Philosophy
Value recovery gains velocity

A year on from the world entering lockdown and stock markets plummeting, vaccine rollouts and ...

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By Alexandra Morris Investment Director
Emerging MarketsInvestment Philosophy
SKAGEN Kon-Tiki: Combining Quality and Value in Emerging Markets
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By Fredrik Bjelland Portfolio Manager
Global Stock MarketsInvestment Philosophy
SKAGEN Focus: Exceptionally strong end to the year
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By Jonas Edholm Portfolio Manager
Global Stock MarketsInvestment Philosophy
CIO Update: A Rollercoaster Year
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By Alexandra Morris Investment Director
Investment PhilosophyCoronavirus
Value investing: the big reset
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By Jonas Edholm Portfolio Manager
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What is value investing?

The concept of value investing a simple one: By focusing on fundamental company analysis, investors ...

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By Alexandra Morris Investment Director
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A very active owner
By Anna S. Marcus Communications Manager
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Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager's skill, the fund's risk profile and management fees. The return may become negative as a result of negative price developments.

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