SKAGEN Kon-Tiki: Playing defence in a top-heavy market
By: Fredrik BjellandAn increasingly narrow tech-driven rally demonstrates the evolution in emerging markets over recent years and highlights the potential benefits of an active, ...
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.
An increasingly narrow tech-driven rally demonstrates the evolution in emerging markets over recent years and highlights the potential benefits of an active, ...
Against a favourable emerging markets backdrop, SKAGEN Kon-Tiki had a strong 2025 and is well-positioned to continue delivering positive risk-adjusted returns ...
Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. The funds are denominated in NOK. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document which contain further details about the fund's characteristics and costs. The information can be found on www.skagenfunds.com.