SKAGEN Kon-Tiki update: Recovery in motion

By: Fredrik Bjelland

Emerging markets outperformed developed markets in the third quarter, as is often the case in periods of a weakening US dollar. SKAGEN Kon-Tiki continued to ...


Better to lose at dice than at Russian roulette

By: Fredrik Bjelland

Getting it right in investing comes down to experience, patience and a little bit of daring.


SKAGEN Kon-Tiki: Is value on its way back?

By: Fredrik Bjelland

There are signs that value stocks may be making a comeback after a long period during which expensive growth stocks have outperformed, writes SKAGEN Kon-Tiki's ...


Five reasons emerging markets investors should feel reassured

By: Fredrik Bjelland

Coronavirus uncertainty and an oil price war have created fear but future stimulus and lessons from history provide reassurance for investors.


SKAGEN Kon-Tiki positioned for the green shift

By: Fredrik Bjelland

By investing in Ivanhoe, amongst other companies, SKAGEN is positioned to take advantage of the shift towards renewable energy and the electrification of ...


China: opportunities amid lowered expectations

By: Fredrik Bjelland

A combination of lower economic growth, external political unrest and more expensive financing means that China can no longer rely on a continuously rising ...


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.