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Investment PhilosophyGlobal Stock Markets
SKAGEN Focus: Three forces unlocking the valuation potential in small and mid-caps
16 June 2025

After a turbulent 2024, SKAGEN Focus is showing strong signs of recovery in 2025, driven by undervalued opportunities in global small and mid-cap stocks. Three key market forces are unlocking the fund’s significant valuation potential.

South KoreaEmerging Markets
Korean election: A SKAGEN perspective
6 June 2025

After months of political chaos, South Korea has a new president. A positive stock market reaction ...

Global Stock Markets
CIO Update: Opportunities emerge beneath market volatility
13 May 2025

Despite a rollercoaster 2025, global stock market returns are now broadly flat year-to-date in USD ...

Global Stock Markets
SKAGEN Global: Navigating complexity
6 May 2025

Our global equity fund has delivered a solid start to the year against a backdrop of rising market ...

Global Stock MarketsUSA
Liberation Day: What Trump’s tariffs mean for stock markets and what might come next?
3 April 2025

President Donald Trump has unveiled new tariffs aimed at addressing trade imbalances and protecting ...

Active ManagementGlobal Stock Markets
Global equity markets: The Great Rotation
31 March 2025

Has the Great Rotation finally commenced? While it is still early days, we are potentially ...

News from SKAGEN
Notice of withdrawal from the UK reporting fund regime
27 March 2025

The SKAGEN Funds hereby give notice under Regulation 116 of the Offshore Funds (Tax) Regulations ...

Global Stock Markets
Three weeks in February
13 March 2025

Recent shifts in global dynamics, particularly regarding America's stance on Russia and Ukraine, ...

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