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All you need to know about

Investment Philosophy

We have a value-based investment philosophy. This means we invest in undervalued companies based on detailed knowledge, research and analysis. We believe value takes different forms and are unafraid to be contrarian. All funds have multi-year investment horizons but will act on short-term catalysts – key to long-term portfolio outperformance.

Investment Philosophy Global Stock Markets

SKAGEN Focus: Three forces unlocking the valuation potential in small and mid-caps

After a turbulent 2024, SKAGEN Focus is showing strong signs of recovery in 2025, driven by ...

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By Jonas Edholm Portfolio Manager

Active Management Investment Philosophy

CIO Update: Survival of the fittest

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By Alexandra Morris Investment Director

Global Stock Markets Investment Philosophy

Finding value in times of uncertainty

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By Timothy Warrington Chairman of the Board of Directors

Global Stock Markets Investment Philosophy

The return of common sense: How stock markets will find their feet in 2023

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By Alexandra Morris Investment Director

Global Stock Markets Investment Philosophy

What fighting inflation means for stock markets

By Nick Henderson Communications Manager

All you need to know about

Investment Philosophy

We have a value-based investment philosophy. This means we invest in undervalued companies based on detailed knowledge, research and analysis. We believe value takes different forms and are unafraid to be contrarian. All funds have multi-year investment horizons but will act on short-term catalysts – key to long-term portfolio outperformance.

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The concept of value investing a simple one: By focusing on fundamental company analysis, investors ...

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A very active owner

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Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. The funds are denominated in NOK. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document which contain further details about the fund's characteristics and costs. The information can be found on www.skagenfunds.com. Storebrand Asset Management administers the SKAGEN funds which are by agreement managed by SKAGEN's portfolio managers.