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Skagenfondene - Page 1
Market Report NUMBER 1 4 A P R IL 2012 4 SK AGENF U NDS.COM SKAGEN Kon-Tiki heads for new shores 6 The value of short-termism The short-term view can work to the benefit of longterm investors The focus is not on past performance, but rather on the future, says manager Kristoffer Stensrud about ten years of SKAGEN Kon-Tiki. Read more about the anniversary on pages 12-13 and the portfolio managers’ report from page 19. 8 Set to release its triggers How did Oracle become one of the largest holdings in SKAGEN Global? 14 Quality at a discount The commodity sector is a good place to look for undervalued companies these days. 5 Kristoffer Stensrud A new and better world T HE A RT OF COMMON SE NSE