SKAGEN

VIX index at low levels

Opportunities in a number of sectors

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.

China worries hurt performance

What is your most interesting contrarian position?

'Smart' cities, QE and income recovery