SKAGEN Kon-Tiki: Combining growth and returns at an attractive price
By: Nick HendersonWith 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 HendersonOur 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 HendersonPortfolio has over 70% invested in China, Korea and Brazil where positive changes are underway.
SKAGEN Global: Continued momentum
By: Nick HendersonOur 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 HendersonSKAGEN 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 Henderson2023 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 HendersonAt 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 HendersonGerman 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 HendersonOur 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 HendersonTop ten holding receives bid at attractive premium that would create significant value for fund's unitholders.