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All you need to know about

Investment Philosophy

We have a value-based investment philosophy. This means we invest in undervalued companies based on detailed knowledge, research and analysis. We believe value takes different forms and are unafraid to be contrarian. All funds have multi-year investment horizons but will act on short-term catalysts – key to long-term portfolio outperformance. 

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

After a turbulent 2024, SKAGEN Focus is showing strong signs of recovery in 2025, driven by ...

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By Jonas Edholm Portfolio Manager
Active ManagementInvestment Philosophy
CIO Update: Survival of the fittest
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By Alexandra Morris Investment Director
Global Stock MarketsInvestment Philosophy
Finding value in times of uncertainty
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By Timothy Warrington Chairman of the Board of Directors
Global Stock MarketsInvestment Philosophy
The return of common sense: How stock markets will find their feet in 2023
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By Alexandra Morris Investment Director
Global Stock MarketsInvestment Philosophy
What fighting inflation means for stock markets
By Nick Henderson Communications Manager
More about value
Investment PhilosophyActive Management
What is value investing?

The concept of value investing a simple one: By focusing on fundamental company analysis, investors ...

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By Alexandra Morris Investment Director
SustainabilityActive ManagementInvestment Philosophy
A very active owner
By Andreas Buøen Communications Manager