Knut Gezelius

Portfolio Manager

Work experience

Joined SKAGEN in May 2014
Executive Director, Global Equity, Goldman Sachs Asset Management (GSAM), London, UK
Senior Lead Analyst, Energy Management Organization, Entergy Corporation, Houston, USA
Senior Consultant, Applied Value Group, Boston, USA
Diplomat/Secretary Archivist, Embassy of Sweden, Moscow, Russian Federation

Education

MBA, INSEAD, France/Singapore
BSc. & MSc. in Nuclear Engineering, Massachusetts Institute of Technology (MIT), USA
Swedish Defence Language Institute (Tolkskolan), Sweden
CFA Charterholder

Knut manages the equity fund SKAGEN Global.

As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.

Contact Knut:

Telephone: +47 51 80 37 09

E-mail: contact@skagenfunds.com

30.11.2017

Insurance opportunities in a year of natural disasters

By: Knut Gezelius

The Accordion Principle is a powerful strategy that can benefit long-term investors in the insurance sector after a record year of natural disasters.

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.