SKAGEN Focus: Cascades – an undiscovered gem in the circular economy
By: David HarrisSKAGEN Focus' position in Cascades serves to illustrate both our investment process as well as our active ownership and engagement activities.
David Harris
Portfolio Manager
David is Portfolio Manager for the equity fund SKAGEN Focus.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
About David
Experience
- Joined SKAGEN in January 2015 as Portfolio and Performance Analyst, working with the launch of the SKAGEN Focus
- Portfolio Manager of SKAGEN Focus since July 2016
- Analyst, Labrusca Family Office
- Reporting Manager, Labrusca Family Office
Education
- Participating in the CFA program, Level II Candidate
- Stockholm School of Theology; Bachelor/Mag. In Systematic Theology and Philosophy
SKAGEN Focus: ESG in small and mid-cap value stocks
By: David HarrisContrary perhaps to conventional wisdom, companies with a business model that directly contributes to more sustainable outcomes need not have a premium price ...