SKAGEN Performance Update – A solid second quarter
Par: Nick HendersonGlobal 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 HendersonA 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 HendersonGlobal equities traded sideways in May as the debate around interest rate movements and inflation raged on.
SKAGEN Focus wins Lipper Fund Awards
Par: Nick HendersonTop performing fund wins best global equity small and mid-cap category over three years.
SKAGEN Global: Powering ahead
Par: Nick HendersonOur global equity fund has started 2023 strongly with its freight company holdings driving the portfolio forward.
SKAGEN Performance Update – A Mixed February
Par: Nick HendersonGlobal 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 HendersonGlobal 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 HendersonFew 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 HendersonOctober 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 HendersonIn 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 ...