Jonas Edholm, porteføljeforvalter i SKAGEN Focus, giver en opdatering på årets første kvartal.
SKAGEN Focus har haft sit bedste kvartal i absolutte termer nogensinde, siden fonden blev lanceret i 2015. I Japan, hvor SKAGEN Focus er investeret i flere selskaber, er reformer med at til der kan findes flere attraktive muligheder for value investorer.
Jonas forklarer nærmere i videoen.
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