Japan: a mecca for value investors

By: Alexandra Morris

In March, several members of SKAGEN's investment team travelled to Japan to visit companies and delve into the opportunities emerging for value investors ...


2018: The storm after the calm

By: Alexandra Morris

Following a relatively benign 2017, during which investors enjoyed steadily rising equity markets, 2018 was much rougher.


Opportunities lie within emerging market problems

By: Alexandra Morris

Developed markets had a satisfactory quarter while emerging markets struggled. Nonetheless, we remain fundamentally positive about the latter and sees clear ...


Tackling climate change: A SKAGEN perspective

By: Alexandra Morris

Environmental, social and governance (ESG) factors are increasingly important in investment decision-making. We look at how tackling climate change creates ...


Navigating choppy waters

By: Alexandra Morris

Following two years of relative calm, the first quarter of 2018 offered investors a reminder of the risks lurking below the surface of what is now the second ...


Spotlight on Korea - A SKAGEN Perspective

By: Alexandra Morris

The major political flashpoints of 2017 have so far come from North Korea. While the current break in Kim Jong-un's missile testing programme will hopefully ...


Portfolio precision

By: Alexandra Morris

While SKAGEN's philosophy has remained unchanged for nearly 25 years, our investment process has developed over time. As a result of the refinements, our ...


Value rotation: How to ride the recovery

By: Alexandra Morris

The second half of 2016 saw value investing come back into fashion after eight years of underperforming growth. We discuss whether a longer term shift in ...


Right pricing and patience lead to good returns

By: Alexandra Morris

The valuation of US stocks has reached new highs after Donald Trump's inauguration as president of the US. However, it is still the companies and the price ...


Index, active, or truly active?

By: Alexandra Morris

Recent years have not been kind to active fund managers. This has, naturally enough, given rise to questions as to whether it is possible to make excess ...