SKAGEN Kon-Tiki: Combining growth and returns at an attractive price

By: Nick Henderson

With the US attracting much investor attention in the countdown to election day, the strong recent performance of emerging markets has gone relatively ...

SKAGEN Global: Playing the long game

By: Nick Henderson

Our flagship equity fund is lagging the tech-heavy global index this year but is well-placed for the expansion of AI and a changeable market outlook.

SKAGEN Kon-Tiki: Positioned for three key themes driving emerging markets in 2024

By: Nick Henderson

Portfolio has over 70% invested in China, Korea and Brazil where positive changes are underway.  

SKAGEN Global: Continued momentum

By: Nick Henderson

Our flagship global equity fund has maintained its strong recent performance into the new year thanks to its undervalued holdings attracting investor attention ...

Closing the Korea discount: A SKAGEN Perspective

By: Nick Henderson

SKAGEN Kon-Tiki webinar this week to discuss our role in improving shareholder returns at Korean banks.

Investing against the grain to harvest the best emerging market returns

By: Nick Henderson

2023 has been another challenging year for emerging markets relative to developed ones. Despite the headwinds, SKAGEN Kon-Tiki continues to perform strongly.

SKAGEN Global: Finding many ways to win

By: Nick Henderson

At a time when the market has become highly concentrated, picking winners rather than backing the whole field is particularly important.

Vitesco lift for SKAGEN Focus

By: Nick Henderson

German automotive supplier receives bid at healthy premium delivering value for fund’s unitholders.

SKAGEN Kon-Tiki: The common sense fund delivering uncommon returns

By: Nick Henderson

Our emerging markets fund is flying high, delivering benchmark-beating returns through a valuation-driven approach that is positioned for continued success ...

Self Storage Group boost for SKAGEN m2

By: Nick Henderson

Top ten holding receives bid at attractive premium that would create significant value for fund's unitholders.

SKAGEN Vekst: Leading the pack

By: Nick Henderson

Our oldest fund continues to deliver solid absolute returns for clients and strong relative performance. With its 30th anniversary on the horizon, we examine ...

SKAGEN Performance Update – A solid second quarter

By: Nick Henderson

Global equity markets ignored doomsayers and climbed higher in the second quarter. Large technology companies powered the ascent as the buzz around Artificial ...

Samsung Electronics: (Still) together for tomorrow

By: Nick Henderson

A cornerstone of SKAGEN's investment approach over the past three decades has been our long-term perspective. While holding periods industry-wide have fallen ...

SKAGEN performance update – a mixed May

By: Nick Henderson

Global equities traded sideways in May as the debate around interest rate movements and inflation raged on. 

SKAGEN Focus wins Lipper Fund Awards

By: Nick Henderson

Top performing fund wins best global equity small and mid-cap category over three years.

SKAGEN Global: Powering ahead

By: Nick Henderson

Our global equity fund has started 2023 strongly with its freight company holdings driving the portfolio forward.

SKAGEN Performance Update – A Mixed February

By: Nick Henderson

Global equities declined in February as stubborn inflation data signalled further upward pressure on interest rates. Geopolitical risks continued to simmer due ...

SKAGEN performance update: A strong January

By: Nick Henderson

Global equities had a strong January on market optimism that the rapid rise in interest rates may be approaching peak levels. Our funds had a solid month with ...

Mohamed El-Erian: Influential economist, investor and commentator

By: Nick Henderson

Few people are better placed to understand the turmoil in global financial markets today than Mohamed El-Erian. After four decades' working in high-profile ...

SKAGEN m2 celebrates 10-year anniversary

By: Nick Henderson

October marks a decade since the start of our real estate fund which has skilfully navigated a rapidly changing global property market and several economic ...

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