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SKAGEN Global A NOK

Ranked 26 out of 228 in - Global Equities over 12 months
All calculations are in EUR

Managed by

Kristian Falnes

Kristian Falnes works at Skagen where he runs equity strategies with a value investment style. Prior to joining Skagen in 1997, he worked at Laerdal Finans as a portfolio manager (1994-1997), at SR-Fonds as a financial analyst (1990-1994) and at Block Watne as group controller (1988-1990). Kristian studied at the Norwegian Business School and holds a degree in finance. He was born in Stavanger in Norway where he is also currently based. His interests outside fund management include football and skiing.

Søren Milo Christensen

Søren Milo Christensen works at Skagen where he runs equity funds with a value investment style. Prior to joining Skagen in 2010, he worked at Bankinvest for 10 years as a portfolio manager. Since 2010, Søren has been managing the Skagen Global Fund investing in large and mid cap stocks. Søren studied at Copenhagen Business School and has an MSc in finance and accounting. He is based in Stavanger in Norway and outside of work he enjoys football and skiing.

Objective

This is an actively managed fund with a global investment mandate. The fund's strategy is to find low-priced, high-quality companies that are undervalued, underresearched and unpopular. To reduce risk, the fund seeks to maintain a reasonable geographic and sectoral balance. Active management entails that the portfolio managers invest in companies on the basis of their own analyses. With common sense and long-term planning, the portfolio managers try to avoid investing in popular companies and industries at a price that is too high relative to those companies fundamental value and earnings.

Performance

Global Equities over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 7.8% 0.0% 6.7% 1.0%
2013 15.1% 6.6% -1.6% 3.6% 5.9%
2012 16.3% 10.6% -6.1% 9.0% 2.7%
2011 -5.9% 1.9% -3.8% -13.9% 11.6%
2010 23.6% 9.1% -4.0% 4.9% 12.6%
2009 48.9% -3.7% 22.8% 16.4% 8.2%
2008 -44.4% -13.7% 0.9% -14.8% -25.1%
2007 11.9% 2.8% 12.1% -0.1% -2.8%
2006 20.7% 10.3% -7.2% 7.2% 10.1%
2005 43.5% 8.4% 8.8% 13.6% 7.1%
2004 27.0% 11.2% 0.0% 4.9% 8.9%
2003 41.1% -11.6% 24.4% 13.7% 12.8%
2002 -15.6% 12.7% -10.7% -20.5% 5.5%
2001 -0.7% -3.7% 6.8% -25.0% 28.8%
2000 -7.2% 13.7% -2.4% -0.7% -15.8%
1999 136.7% 26.6% 25.2% 8.5% 37.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Denmark
  3. Finland
  4. Iceland
  5. Ireland
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Sweden
  10. Switzerland
  11. United Kingdom

Related News

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Skagen Kon Tiki star cuts Russia bets but warns against exiting market

Emerging market veteran Kristoffer Stensrud has trimmed stocks exposed to Western sanctions but believes best returns can arise from periods of crisis.

Skagen launches three UK clean share classes

The Norwegian asset manager has underlined its commmitment to the UK with the creation of clean share classes on a trio of funds.

Leading Nordic boutique lands in UK

One of Europe's top performing boutiques, Skagen, is bringing its funds to the Uk.

Global equity star targets the bubbles of a decade ago

Skagen Global star Filip Weintraub is turning his attention to the sectors that have been shunned for a decade, such as tech and telcos, while scaling back on the decade's best performers, commodities and energy.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR).