Postcard From Brazil, Part II: Suzano – The Materials Giant

By: Sondre Myge

One of the largest holdings in SKAGEN Kon-Tiki is the Brazilian materials company Suzano. As a  nearly 100 year-old forestry giant, one might think the company ...

Postcard From Brazil: A Powerhouse of Potential

By: Sondre Myge

SKAGEN Kon-Tiki Portfolio Managers, Fredrik Bjelland and Cathrine Gether, joined by Head of ESG, Sondre Myge, recently visited Brazil. Here's an extract from ...

Third quarter engagement report

By: Sondre Myge

As long-term investors, we regularly engage with our portfolio companies to promote and encourage improvements.

In COP we trust, by COP we must?

By: Sondre Myge

We discuss the key takeaways from the Glasgow Climate Pact from a SKAGEN perspective.

Corporate governance: Lawful engagement

By: Sondre Myge

How SKAGEN uses legal proceedings to remedy governance breaches on behalf of clients.

Second quarter engagement report

By: Sondre Myge

As long-term investors, we regularly engage with our portfolio companies to promote and encourage improvements. There was a particular focus on governance-relat ...

First quarter engagement report

By: Sondre Myge

As long-term investors, we regularly engage with our portfolio companies to promote and encourage improvements.

The Tortoise and the Hare: Differentiating between companies in the race towards sustainability

By: Sondre Myge

All companies these days are competing in a race, in some way or another, towards the necessary transition to a sustainable globe. Depending on their ...

Sustainability report for 2019

By: Sondre Myge

We are pleased to be publishing our first annual Sustainability Report for 2019; a year which will probably be recorded as the year in which sustainability and ...