Annual ESG Report: Investing for financial gain and sustainability

By: Timothy Warrington

While we do not claim to be able to slow climate change, we can say that when we invest and engage with a company, we do so because we see a clear fiduciary ...

A year of mixed emotions

By: Timothy Warrington

I suspect that the calendar year 2023 will be remembered with mixed emotions as the global economy and markets remained remarkably resilient in the face of ...

Challenging the consensus view

By: Timothy Warrington

Opinions on the same facts can widely differ, as is evident in the current bull market. In this era of short attention spans and social media influence, ...

Annual ESG Report: Navigating a changeable landscape

By: Timothy Warrington

As the world grapples with the challenge of determining what constitutes sustainable investing, it can be difficult to navigate the constantly changing ...

Finding value in times of uncertainty

By: Timothy Warrington

We consider the advantages of an active, price-driven, contrarian and long-term investment strategy in times of uncertainty – as well as why it's a good time ...

What should investors consider during times of crisis and inflation?

By: Timothy Warrington

Following a crisis-rich first half for 2022, we reflect on the nature of crises and the opportunities they often provide. And with inflation set to continue, ...

First quarter ESG report: Open and honest communication is key

By: Timothy Warrington

When it comes to sustainability, the truth is rarely a marketing strapline; it is rather steady, incremental efforts to improve practical matters and secure ...

Annual ESG Report: Keeping it real

By: Timothy Warrington

In SKAGEN, we strive always to keep a firm grasp on reality. Our Sustainability Report for 2021 details the nuts and bolts of our active engagement activity. ...

Same procedure as last year... Or is it?

By: Timothy Warrington

Following another extraordinary year, we reflect on the challenges and opportunities before us. 

Second quarter sustainability report: The honest road is the hardest road

By: Timothy Warrington

As an active owner, SKAGEN's approach is to focus on change when engaging with our portfolio companies where we see there is a need for improvement. Read about ...

CEO update: Putting people at the centre

By: Timothy Warrington

Reporting on a good first half for 2021, we reflect on the importance of putting people at the centre of all that we do.

CEO update: An odd year

By: Timothy Warrington

As this extraordinary year draws to a close, we reflect on what we have learned. While the pandemic has served to remind us of our essential fragility, one of ...

CEO update: The six-month wall and how to get over it

By: Timothy Warrington

We have been living with the challenges of the global pandemic for over six months. While the six-month point in any sustained crisis is invariably a challenge ...

CEO Update: A tale of fire and ice

By: Timothy Warrington

Amidst an ever-worsening climate crisis, we consider SKAGEN's role in committing to a sustainable future, whilst striving to deliver the best risk adjusted ...

CEO Update: Not time to let our guard down

By: Timothy Warrington

As summer beckons, here in SKAGEN our thoughts turn to the future direction of the company. We now look out to the next five years and 2025.

CEO update: Even more normal times

By: Timothy Warrington

These past months of global challenge have taught us that the office is not dead – but it is changing – that good leadership never goes out of style and, ...

CEO update: more normal times

By: Timothy Warrington

Across Europe, May will see people emerging from various degrees of confinement.

CEO update: communication, competence and empathy are key

By: Timothy Warrington

Tim Warrington explains how SKAGEN is operating during the pandemic, adapting its business and planning for the post-pandemic world.

CEO update: planning towards future scenarios

By: Timothy Warrington

As we in SKAGEN head towards the end of our first month of working under pandemic measures, the true cost to the world in blood and treasure from the COVID-19 ...

- We are approaching the end of the beginning

By: Timothy Warrington

We are now into our third calendar week of pandemic response here in SKAGEN. To paraphrase Sir Winston Churchill, we are approaching the end of the beginning.

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