SKAGEN Kon-Tiki: Combining Quality and Value in Emerging Markets
By: Fredrik BjellandWith the market noise and turbulence of 2020, it was easy to overlook that emerging markets outperformed developed markets for the first time since 2017, a ...
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 update: Recovery in motion
By: Fredrik BjellandEmerging markets outperformed developed markets in the third quarter, as is often the case in periods of a weakening US dollar. SKAGEN Kon-Tiki continued to ...