SKAGEN Global: Strong company reports in Q2

Par: Knut Gezelius

The global equity market delivered solid gains during the second quarter. SKAGEN Global also generated good returns in the period, aided by strong reports from ...

SKAGEN Global: A holistic view of ESG

Par: Knut Gezelius

SKAGEN Global believes that ESG is an area that long-term investors need to include as part of the bottom-up due diligence and integrate in the overall ...

Seven Lessons for Investors from the COVID-19 Crisis

Par: Knut Gezelius

The COVID-19 induced market crash offers several lessons for investors. Some are reminders of timeless and perennial investment pitfalls, while others indicate ...

Value investing in the next decade: Is it time to retire the price-book metric?

Par: Knut Gezelius

SKAGEN Global looks at the rise of intangible assets, their antiquated accounting treatment and the profound impact on traditional valuation metrics.

Trump's financial reporting proposal positive for long-term investors

Par: Knut Gezelius

Trump’s proposal to change financial reporting frequency has been widely criticised. SKAGEN Global takes the somewhat controversial view that, in this instance ...

Insurance opportunities in a year of natural disasters

Par: Knut Gezelius

The Accordion Principle is a powerful strategy that can benefit long-term investors in the insurance sector after a record year of natural disasters.