Value investing: the big reset

By: Jonas Edholm

Following a decade in the wilderness, value investors like ourselves may finally be witnessing the beginning of a major turn in the investment cycle. We ...


SKAGEN Focus continues strong performance in third quarter

By: Jonas Edholm

SKAGEN Focus performed strongly in the third quarter, outstripping the underlying equity markets and essentially de-coupling from value averages, which have ...


Where next for traditional value investing?

By: Jonas Edholm

How unpopular equities can rediscover their unconventional success.