Post by AMWatch

South Korea has streaked ahead of the global equity markets this year, but with the rally heavily concentrated in a couple of tech giants, SKAGEN Funds is pursuing new avenues of exposure. Around three quarters of the South Korean market growth in 2026 has been generated by just two stocks – Samsung Electronics and SK Hynix – which now represent more than half of the country’s stock market. Yet Jonas Edholm, lead portfolio manager of the SKAGEN Focus global equity fund, says the narrow rally presents opportunities for global value investors with the emergence of significantly asset-backed, deeply discounted small and mid-caps. #investing #assetmanagement #investment #emergingmarkets #eminvesting #korea #tech #finance #funds #fundmanagement #nordics #norge #norway https://lnkd.in/eA9iMbZv