SKAGEN Kon-Tiki update: A unique combination of EM value and quality
By: Fredrik BjellandOur global emerging market fund SKAGEN Kon-Tiki continues to outperform, driven by stock selection and price discipline.
Our global emerging market fund SKAGEN Kon-Tiki continues to outperform, driven by stock selection and price discipline.
Like most regions, emerging markets have been an unhappy hunting ground for investors in 2022. Slowing economic growth and rising inflation have impacted most ...
The latest Chinese stock market meltdown has brought Emerging Market valuations to compelling levels.
The recent change in market backdrop has benefited growth-sensitive and cyclical assets as shown by value's continued outperformance of growth. With its clear ...
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 ...
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 ...
Getting it right in investing comes down to experience, patience and a little bit of daring.
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 ...
Coronavirus uncertainty and an oil price war have created fear but future stimulus and lessons from history provide reassurance for investors.
By investing in Ivanhoe, amongst other companies, SKAGEN is positioned to take advantage of the shift towards renewable energy and the electrification of ...