Postcard from Brazil Part III: Raizen and bio energy
Par Sondre MygeSKAGEN Kon-Tiki portfolio company Raizen's circular approach to energy production highlights Brazil's ...
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Perspectives
Banking sector volatility: A SKAGEN Perspective
Par Alexandra MorrisThe banking sector has been extremely volatile of late. What is SKAGEN's view of the turmoil and what is the ...
Annual ESG Report: Navigating a changeable landscape
Par Timothy WarringtonAs the world grapples with the challenge of determining what constitutes sustainable investing, it can be ...
SKAGEN Performance Update – A Mixed February
Par Nick HendersonGlobal equities declined in February as stubborn inflation data signalled further upward pressure on interest ...
Postcard From Brazil, Part II: Suzano – The Materials Giant
Par Sondre MygeOne of the largest holdings in SKAGEN Kon-Tiki is the Brazilian materials company Suzano. As a nearly 100 ...
SKAGEN Kon-Tiki update: A unique combination of EM value and quality
Par Fredrik BjellandOur global emerging market fund SKAGEN Kon-Tiki continues to outperform, driven by stock selection and price ...
Postcard From Brazil: A Powerhouse of Potential
Par Sondre MygeSKAGEN Kon-Tiki Portfolio Managers, Fredrik Bjelland and Cathrine Gether, joined by Head of ESG, Sondre Myge, ...
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 ...
CIO Update: Survival of the fittest
Par Alexandra MorrisJanuary is the month to get active both physically and financially – good stock picking will ensure ...
Positive outlook for emerging markets
Par Ole-Christian Tronstad"You have to dare to be contrarian and look for the really good bargains. That is where the great ...