SKAGEN Kon-Tiki update: A unique combination of EM value and quality
Par: Fredrik BjellandOur global emerging market fund SKAGEN Kon-Tiki continues to outperform, driven by stock selection and price discipline.
Fredrik Bjelland
Portfolio Manager
Fredrik manages the equity fund SKAGEN Kon-Tiki.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
About Fredrik
Work experience
- Joined SKAGEN in August 2017 as Portfolio Manager of the equity fund SKAGEN Kon-Tiki
- 2011 - 2017: Norges Bank Investment Management (NBIM) Head of China, Special Mandates
- Portfolio Manager/Equity Analyst, Capital Strategies
- Equity Research Analyst at Morgan Stanley
- Strategy Consultant at Price Waterhouse Cooper
Education
- Master’s in Engineering from Durham University, UK
- CFA Charterholder
SKAGEN Kon-Tiki: Finding value in EM uncertainty
Par: Fredrik BjellandLike most regions, emerging markets have been an unhappy hunting ground for investors in 2022. Slowing economic growth and rising inflation have impacted most ...