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.
SKAGEN Kon-Tiki: Finding value in EM uncertainty
By: Fredrik BjellandLike most regions, emerging markets have been an unhappy hunting ground for investors in 2022. Slowing economic growth and rising inflation have impacted most ...
Navigating the China Syndrome
By: Fredrik BjellandThe latest Chinese stock market meltdown has brought Emerging Market valuations to compelling levels.
SKAGEN Kon-Tiki: Value recovery continues
By: Fredrik BjellandThe recent change in market backdrop has benefited growth-sensitive and cyclical assets as shown by value's continued outperformance of growth. With its clear ...
SKAGEN Kon-Tiki: Combining Quality and Value in Emerging Markets
By: Fredrik BjellandWith 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 ...
SKAGEN Kon-Tiki update: Recovery in motion
By: Fredrik BjellandEmerging 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 ...
Better to lose at dice than at Russian roulette
By: Fredrik BjellandGetting it right in investing comes down to experience, patience and a little bit of daring.
SKAGEN Kon-Tiki: Is value on its way back?
By: Fredrik BjellandThere 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 ...
Five reasons emerging markets investors should feel reassured
By: Fredrik BjellandCoronavirus uncertainty and an oil price war have created fear but future stimulus and lessons from history provide reassurance for investors.
SKAGEN Kon-Tiki positioned for the green shift
By: Fredrik BjellandBy investing in Ivanhoe, amongst other companies, SKAGEN is positioned to take advantage of the shift towards renewable energy and the electrification of ...
China: opportunities amid lowered expectations
By: Fredrik BjellandA combination of lower economic growth, external political unrest and more expensive financing means that China can no longer rely on a continuously rising ...
The case for emerging markets in five charts
By: Fredrik BjellandPositive structural and cyclical tailwinds mean developing world equities at knockdown valuations should be a happy hunting ground for long-term investors.
Long-term opportunities in China
By: Fredrik BjellandWe have seen a broad decline on the Chinese stock markets this year. Is the time then ripe for investors to turn their gaze to the world’s second largest ...
Safe travels with Aeroflot
By: Fredrik BjellandForget everything you ever thought you knew about the world's largest airline company. Russian Aeroflot is a new company in the SKAGEN Kon-Tiki portfolio.
China: long-term opportunities for the active investor
By: Fredrik BjellandChina is the world's second largest growth engine and offers significant long-term opportunities for the active investor.