The case for emerging markets in five charts

By: Fredrik Bjelland

Positive structural and cyclical tailwinds mean developing world equities at knockdown valuations should be a happy hunting ground for long-term investors.


Long-term opportunities in China

By: Fredrik Bjelland

We have seen a broad decline on the Chinese stock markets this year. Is the time then ripe for investors to turn their gaze to the world’s second largest ...


Safe travels with Aeroflot

By: Fredrik Bjelland

Forget everything you ever thought you knew about the world's largest airline company. Russian Aeroflot is a new company in the SKAGEN Kon-Tiki portfolio.


China: long-term opportunities for the active investor

By: Fredrik Bjelland

China is the world's second largest growth engine and offers significant long-term opportunities for the active investor.