Skagen outlines positive, negative contributors to its Kon-Tiki portfolio

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Brazilian and Russian holdings have been among the biggest negative contributors year-to-date in the Skagen Kon-Tiki portfolio, while Chinese and Korean are among the biggest positive contributors, the manager says in its latest update.

Brazilian and Russian holdings have been among the biggest negative contributors year-to-date in the Skagen Kon-Tiki portfolio, while Chinese and Korean are among the biggest positive contributors, the manager says in its latest update.