Perspectives
Portfolio managers and other specialists in SKAGEN keep you updated on the latest developments and news.
Torkell T. Eide
16 05 2012 Time 08:30
A good value investor must be able to understand a company's current underlying values as well as foresee what may happen in the future.
Tore Bang
09 05 2012 Time 10:58
Growing fear and a gloomy outlook in Europe may result in a repeat of last year.
Mark Houben
04 05 2012 Time 08:30
Software company Oracle has been a top 10 holding in SKAGEN Global since September last year. The company has been followed by the portfolio managers for some time and after initially buying a relatively small number of shares it is now one of the...
Torgeir Høien
02 05 2012 Time 15:14
With GDPs in most member states contracting, activity indicators heading south and unemployment rising, the Eurozone is having trouble pursuing their austerity program. There is a growing belief that budget cuts are going too far and that the cost...
Kristoffer Stensrud
30 04 2012 Time 13:33
SKAGEN Kon-Tiki was launched on 5 April 2002. In this 6-minute video, portfolio manager Kristoffer Stensrud looks back over the journey so far and discusses the challenges and opportunities that lie ahead.
Christian Jessen
27 04 2012 Time 08:30
The commodity sector is a good place to look for undervalued companies these days; valuations are low and the market does not distinguish sufficiently between high-risk and sound players. This is the opinion of the portfolio managers of SKAGEN's...
Michael Metzler
23 04 2012 Time 13:38
“It began as a journey into the unknown,” says portfolio manager Kristoffer Stensrud. Ten years later, there is plenty to celebrate. The emerging markets equity fund SKAGEN Kon-Tiki celebrated its ten year anniversary on 5 April 2012. Exactly ten...
