SKAGEN Funds

Publications

        
            14 July 2021
          
        SKAGEN: Incremental ESG change in the real estate sector
      
        Real estate is of growing importance to society, both in terms of how the built environment tackles climate change and how it interacts with its customers, community and other stakeholders.
      
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            02 July 2021
          
        SKAGEN Funds: Is Inflation Here to Stay?
      
        Pricing pressure is rising: what does this mean for equities and other assets, and should we be worried? For investors focused on value, it could be good news.
      
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            27 May 2021
          
        SKAGEN: Not all property funds created equally
      
        The wide dispersion in returns has amplified valuation differences between real estate sectors.
      
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            10 May 2021
          
        SKAGEN: Digging for discounts in metals and mining 
      
        "A gold mine is a hole in the ground with a liar on top" – Mark Twain's description captures the mistrust of an industry which has historically inflicted some of the largest losses on US investors."
      
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            28 April 2021
          
        SKAGEN Fishing where the fish are
      
        If you are a fisherman, it makes sense to fish in the shallow coastal waters where the vast majority of fish are. If you are an investor, on the other hand, where should you go to find undervalued stocks?
      
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            15 April 2021
          
        SKAGEN: Value recovery gains velocity
      
        A year on from the world entering lockdown and stock markets plummeting, vaccine rollouts and economic reawakening signal optimism for a sustained revival.
      
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            08 April 2021
          
        SKAGEN: ESG in Emerging Markets
      
        Consistent with SKAGEN Kon-Tiki's long-term investment approach in emerging markets, ESG considerations have been part of our fundamental research process when picking portfolio companies, long before ESG became a buzzword.
      
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            29 March 2021
          
        SKAGEN Kon-Tiki: Combining Quality and Value in Emerging Markets
      
        With the market noise and turbulence of 2020, it was easy to overlook that emerging markets outperformed developed markets for the first time since 2017, a trend which has continued into 2021.
      
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            17 March 2021
          
        SKAGEN Funds: Value investing: now or never?
      
        Value and growth stocks started to diverge after the financial crisis, and with COVID-19 this has evolved into an extreme price differential. Have value stocks been written off for good, or could this be a unique opportunity for those of the current generation who have the courage to go against the grain?
      
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A Norwegian value fund management company with a long and successful history managing equity funds with our active value-oriented investment philosophy going back to 1993. SKAGEN is part of Storebrand Asset Management but remains an independent investment boutique.

Our sole business is fund management, and we are aligned with our clients – when we do well, our clients do well.

Our sustainability strategy is built upon three main pillars: excluding certain products/activities, integrating sustainability in the investment process and, most importantly, active ownership.