SKAGEN Global update: Stock markets continue to defy pessimists
By: Knut GezeliusIn 2023, the equity market (once again) trumped the pessimists who erroneously projected a weak year for stocks, pointing to raging inflation and geopolitical ...
SKAGEN Global: ESG an important piece of the puzzle
By: Knut GezeliusAs a long-term investor, SKAGEN Global considers ESG an important piece of the due diligence puzzle that is part of our analysis for all investments.
SKAGEN Global: Strong company reports in Q2
By: Knut GezeliusThe global equity market delivered solid gains during the second quarter. SKAGEN Global also generated good returns in the period, aided by strong reports from ...
SKAGEN Global: A holistic view of ESG
By: Knut GezeliusSKAGEN Global believes that ESG is an area that long-term investors need to include as part of the bottom-up due diligence and integrate in the overall ...
Value investing in the next decade: Is it time to retire the price-book metric?
By: Knut GezeliusSKAGEN Global looks at the rise of intangible assets, their antiquated accounting treatment and the profound impact on traditional valuation metrics.
Trump's financial reporting proposal positive for long-term investors
By: Knut GezeliusTrump’s proposal to change financial reporting frequency has been widely criticised. SKAGEN Global takes the somewhat controversial view that, in this instance ...
Insurance opportunities in a year of natural disasters
By: Knut GezeliusThe Accordion Principle is a powerful strategy that can benefit long-term investors in the insurance sector after a record year of natural disasters.