July 2026: Looking beyond the AI trade
By: Ole-Christian TronstadJuly was the month when many of this year's biggest winners reversed course. For SKAGEN's portfolio managers, who have long been searching for companies ...
Ole-Christian Tronstad
Communications Manager
Articles by Ole-Christian
Positive outlook for emerging markets
By: Ole-Christian Tronstad"You have to dare to be contrarian and look for the really good bargains. That is where the great opportunities in the emerging markets lie," says Portfolio ...