SKAGEN Performance Update – A solid second quarter

Par: 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

Par: 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

Par: 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

Par: Nick Henderson

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

SKAGEN Global: Powering ahead

Par: 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

Par: 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

Par: 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

Par: 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

Par: 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 ...

SKAGEN Global: Staying strong in weak markets

Par: Nick Henderson

In difficult periods, it is easy to forget that stock markets have a long history of running hot and cold, and that even the coolest periods are often soon ...

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