The wait for lower interest rates goes on
Par: Michael GobitschekAfter a strong end to last year, listed real estate has had a more difficult start to 2024.
Michael Gobitschek
Portfolio Manager
Michael manages the equity fund SKAGEN m2.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
About Michael
Work Experience
- Joined SKAGEN in August 2005 as Head of Institutional Sales Sweden & Finland
- Portfolio Manager of SKAGEN m2 since 2012
- Five years’ experience from Erneholm & Haskel where he worked primarily with corporate finance and M&A advisory
- Held a number of management positions within the service and hotel industry
Education
- Master’s degree in finance from Stockholm University/Stockholm School of Business
- Certified Financial Advisor, Stockholm School of Economics IFL Executive Education
Light at the end of the tunnel for global listed real estate?
Par: Michael GobitschekImproving economic fundamentals and bargain valuations should mean brighter times ahead for property investors.