Skagen

Skagen

“Shadow activism” – capturing activist alpha without the downsides

Spreker: Tomas Johansson – Portfolio Manager Skagen Insight

Omschrijving:

Tomas will discuss how investors can benefit from the high returns generated by leading activist managers without the lock-ups, hedge fund fees and prohibitive minimum investment levels. SKAGEN Insight pioneers a “shadow activism”-approach whereby value is created by supporting the improvement of companies; the fund invests in the most promising activist campaigns globally where value will be unlocked through structural, strategic, operational, financial or governance improvements. This actively managed equity strategy is based on SKAGEN’:s fundamental value-approach. Essentially, it offers all types of investors the same fundamental exposure as traditional activist funds but in a smarter way.