Five reasons emerging markets investors should feel reassured
By: Fredrik BjellandCoronavirus uncertainty and an oil price war have created fear but future stimulus and lessons from history provide reassurance for investors.
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 positioned for the green shift
By: Fredrik BjellandBy investing in Ivanhoe, amongst other companies, SKAGEN is positioned to take advantage of the shift towards renewable energy and the electrification of ...