Value investing: the big reset
By: Jonas EdholmFollowing a decade in the wilderness, value investors like ourselves may finally be witnessing the beginning of a major turn in the investment cycle. We ...
Jonas manages the equity fund SKAGEN Focus.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
Following a decade in the wilderness, value investors like ourselves may finally be witnessing the beginning of a major turn in the investment cycle. We ...
SKAGEN Focus performed strongly in the third quarter, outstripping the underlying equity markets and essentially de-coupling from value averages, which have ...
Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager's skill, the fund's risk profile and management fees. The return may become negative as a result of negative price developments.