Atlantic Sapphire: High conviction and disruptive ESG

By: Cathrine Gether

SKAGEN Kon-Tiki and the ESG team undertook a more in-depth and proactive collaboration with Atlantic Sapphire in the second quarter 2021 to support the ...

ESG in Emerging Markets

By: Cathrine Gether

Consistent with SKAGEN Kon-Tiki's long-term investment approach in emerging markets, ESG considerations have been part of our fundamental research process when ...

SKAGEN Kon-Tiki: ended the year at an all-time high

By: Cathrine Gether

Despite 2020 being a year many would prefer to forget, SKAGEN Kon-Tiki ended the year at an all-time high NAV after outperforming both the MSCI EM index and ...

What next for emerging market growth?

By: Cathrine Gether

The developing world growth story remains compelling despite continued trade tensions but investors should be selective to maximise returns.

Emerging markets - where are we now?

By: Cathrine Gether

There has been outperformance in emerging market (EM) equities in recent years and the big question is: will it continue?

Brazil: this year's hottest market still offers opportunities

By: Cathrine Gether

Year-to-date the Brazilian stock market has climbed 86 percent in EUR and is showing few signs of slowing down. After such a formidable increase, does the ...