Gestión activa o mixta?
Pues según los noruegos no hay medias tintas y hay q ser activo
Https://www.skagenfunds.com/News-and-An … ttractive/
Da q pensar cuánto farsante hay en la industria agazapado detrás de los índices … En cualquier otra industria no se puede engañar con un producto sin q te desenmascaren
Suena bien:
SKAGEN’s investment philosophy is based on investing in companies which are Undervalued, Under-researched and Unpopular; companies where we have identified potential triggers which may release hidden values, thus creating excess returns for our unitholders.
Applied value-based management
We rely on our own research and understanding of how value is created and retained in order to value company shares. What we like best are well-proven business models that generate positive cash flow, and we believe that unpopular and under-researched or poorly researched companies are often attractive.
Active management
Active management implies that portfolio managers may invest in a company based on its own merits; not because the company is represented in an index for example. We use common sense and long term thinking to try and avoid bubbles that arise when popular shares and industries are overpriced in relation to the company’s fundamental value and earnings.