A year of mixed emotions
By: Timothy WarringtonI suspect that the calendar year 2023 will be remembered with mixed emotions as the global economy and markets remained remarkably resilient in the face of ...
Challenging the consensus view
By: Timothy WarringtonOpinions on the same facts can widely differ, as is evident in the current bull market. In this era of short attention spans and social media influence, ...
Annual ESG Report: Navigating a changeable landscape
By: Timothy WarringtonAs the world grapples with the challenge of determining what constitutes sustainable investing, it can be difficult to navigate the constantly changing ...
Finding value in times of uncertainty
By: Timothy WarringtonWe consider the advantages of an active, price-driven, contrarian and long-term investment strategy in times of uncertainty – as well as why it's a good time ...
What should investors consider during times of crisis and inflation?
By: Timothy WarringtonFollowing a crisis-rich first half for 2022, we reflect on the nature of crises and the opportunities they often provide. And with inflation set to continue, ...
First quarter ESG report: Open and honest communication is key
By: Timothy WarringtonWhen it comes to sustainability, the truth is rarely a marketing strapline; it is rather steady, incremental efforts to improve practical matters and secure ...
Annual ESG Report: Keeping it real
By: Timothy WarringtonIn SKAGEN, we strive always to keep a firm grasp on reality. Our Sustainability Report for 2021 details the nuts and bolts of our active engagement activity. ...
Same procedure as last year... Or is it?
By: Timothy WarringtonFollowing another extraordinary year, we reflect on the challenges and opportunities before us.
Second quarter sustainability report: The honest road is the hardest road
By: Timothy WarringtonAs an active owner, SKAGEN's approach is to focus on change when engaging with our portfolio companies where we see there is a need for improvement. Read about ...
CEO update: Putting people at the centre
By: Timothy WarringtonReporting on a good first half for 2021, we reflect on the importance of putting people at the centre of all that we do.
CEO update: An odd year
By: Timothy WarringtonAs this extraordinary year draws to a close, we reflect on what we have learned. While the pandemic has served to remind us of our essential fragility, one of ...
CEO update: The six-month wall and how to get over it
By: Timothy WarringtonWe have been living with the challenges of the global pandemic for over six months. While the six-month point in any sustained crisis is invariably a challenge ...
CEO Update: A tale of fire and ice
By: Timothy WarringtonAmidst an ever-worsening climate crisis, we consider SKAGEN's role in committing to a sustainable future, whilst striving to deliver the best risk adjusted ...
CEO Update: Not time to let our guard down
By: Timothy WarringtonAs summer beckons, here in SKAGEN our thoughts turn to the future direction of the company. We now look out to the next five years and 2025.
CEO update: Even more normal times
By: Timothy WarringtonThese past months of global challenge have taught us that the office is not dead – but it is changing – that good leadership never goes out of style and, ...
CEO update: more normal times
By: Timothy WarringtonAcross Europe, May will see people emerging from various degrees of confinement.
CEO update: communication, competence and empathy are key
By: Timothy WarringtonTim Warrington explains how SKAGEN is operating during the pandemic, adapting its business and planning for the post-pandemic world.
CEO update: planning towards future scenarios
By: Timothy WarringtonAs we in SKAGEN head towards the end of our first month of working under pandemic measures, the true cost to the world in blood and treasure from the COVID-19 ...
- We are approaching the end of the beginning
By: Timothy WarringtonWe are now into our third calendar week of pandemic response here in SKAGEN. To paraphrase Sir Winston Churchill, we are approaching the end of the beginning.
CEO UPDATE 19 March
By: Timothy WarringtonCEO of SKAGEN Tim Warrington addresses the most asked questions these days.
How SKAGEN has prepared for COVID-19
By: Timothy WarringtonWith the escalation of the COVID-19 outbreak throughout Europe, it is timely for me to provide you with an assessment of the current situation from the SKAGEN ...
One year on
By: Timothy WarringtonThis month marks one year since I assumed my current position as CEO of SKAGEN. As we head towards summer, it is timely to take stock and offer both ...
CEO update: A new chapter
By: Timothy WarringtonIn 2018, SKAGEN celebrated a quarter century of service to our clients. Fewer companies than one might think make such milestones, especially in the fund ...
CEO Update
By: Timothy WarringtonThis is my first update to you, our clients, as CEO. My aim in writing it is to offer you further insight on the firm and on what we are seeking to achieve – ...