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Half year report: Europe's divorce can create opportunities

Brexit dominated the news flow in the quarter. But while the post-Brexit debate rages on, SKAGEN continues to analyse companies, not politics.

Date: 14/07/16

Brexit dominated the news flow in the quarter. But while the post-Brexit debate rages on, SKAGEN continues to analyse companies, not politics.

Front page of half year report Being able to go against the flow to buy cheap stocks is a good recipe for generating attractive long-term returns for the patient investor.

Read more about this and how the funds have performed during the second quarter. The fund managers also explain how the portfolios are positioned to take advantage of opportunities going forward.

Read the half year report 2016 (PDF)