The snowball effect: First quarter sustainability report published

By: Alexandra Morris

SKAGEN has a clear goal to improve sustainable business practices across our holdings. Read more about how we go about this in our first quarter sustainability ...


Value recovery gains velocity

By: Alexandra Morris

A year on from the world entering lockdown and stock markets plummeting, vaccine rollouts and economic reawakening signal optimism for a sustained revival.  


No such thing as a free lunch

By: Alexandra Morris

At SKAGEN we take a holistic view of ESG. For us, it is paramount that companies have a strong culture for pursuing improvements and set clear targets which ...


CIO Update: A Rollercoaster Year

By: Alexandra Morris

Like society at large, 2020 was a strange and often difficult year for investors. Nonetheless, the wide dispersion in returns between sectors and stocks in ...


Small companies, big returns?

By: Alexandra Morris

In the summer I wrote about the record disparity between growth and value stocks. Since news broke of a possible COVID vaccine, value stocks have shown signs ...


Five commandments for value investors

By: Alexandra Morris

In order to succeed as a value investor, it is not enough to just find companies that have low valuation based on earnings and book value.


US Presidential Election: A SKAGEN Perspective

By: Alexandra Morris

Investors hoping for a swift resolution to the US election have clearly been left disappointed as the Presidential result remains undecided.


Trump or Biden – Does the stock market care who wins the US election?

By: Alexandra Morris

As we enter the final stretch of the US election campaign, should investors care who wins and make decisions based on the expected outcome? A look at ...


What is value investing?

By: Alexandra Morris

The concept of value investing a simple one: By focusing on fundamental company analysis, investors can outperform the stock market by identifying and ...


CIO update: When the music stops

By: Alexandra Morris

With the decade-long valuation and performance divergence between growth and value stocks continuing to widen over the summer, it is no wonder that investors, ...


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