SKAGEN Focus: Real assets, real discounts, real transition
Why small and mid-caps – not AI mega-caps – are where the real climate solution exposure lies
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Historically, sustainability has been a more defensive part of company analysis, centred around handling and avoiding risk, today it is more about identifying opportunities and creating value through environmental, social and governance (ESG) related improvements. Working with companies to make sustainability improvements is a way of creating excess return.
You can find our latest Sustainability report here
Why small and mid-caps – not AI mega-caps – are where the real climate solution exposure lies
How can a fund manager contribute to sustainable development? Here, sustainability expert Sondre ...