Real estate market update: a sector reborn
Par: Michael GobitschekAs stock markets around the world become ever more expensive, real estate is looking increasingly attractive. So far 2021 has been a story of recovery.
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
A strong quarter for global real estate and SKAGEN m2
Par: Michael GobitschekThe second quarter was once again positive for global real estate, which continued to catch up with the broader equity market. SKAGEN m2 also had a very strong ...