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 ...

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