New CEO joins from Norway's Government Pension Fund
Gap in GDP growth between India and Brazil increases
Disconnect between stock markets and equity returns
Filip Weintraub, manager of the recently launched Skagen Focus fund, has blamed the sell-off in global markets over the past few months for the portfolio's tough start.
Finding under-valued smaller stocks is often the biggest challenge for investors.
What is your most interesting contrarian position?
Following several fund groups' decision to publish active share figures for the first time, Investment Week asks selectors how important the tool really is for fund selection.
Skagen's Knut Gezelius is to "significantly restructure" his £4.5bn Global fund following a period of severe underperformance in 2014.