SKAGEN Focus: Real assets, real discounts, real transition
By: Jonas EdholmWhy small and mid-caps – not AI mega-caps – are where the real climate solution exposure lies
Portfolio Manager
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.
Contact Jonas:
E-mail: contact@skagenfunds.com
Why small and mid-caps – not AI mega-caps – are where the real climate solution exposure lies
2025 marked eight straight calendar years of small caps underperforming large caps but there are signs that a rotation towards their longer-term dominance is ...