SKAGEN Kon-Tiki: Playing defence in a top-heavy market
Af: Fredrik BjellandAn increasingly narrow tech-driven rally demonstrates the evolution in emerging markets over recent years and highlights the potential benefits of an active, ...
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Portfolio Manager
Years with Firm: 9
Years in Industry: 24
Fredrik Bjelland is a Portfolio Manager in the SKAGEN team at Storebrand Asset Management. He joined SKAGEN Funds in 2017 and is the lead portfolio manager for the SKAGEN Kon-Tiki emerging markets equity fund.
Prior to joining SKAGEN, he spent six years at Norges Bank Investment Management (NBIM) in London and Shanghai, most recently as Head of China, Special Mandates. Before joining NBIM, he worked as an Equity Research Analyst at Morgan Stanley and as a Strategy Consultant at PricewaterhouseCoopers in London.
He holds an MEng in Manufacturing Engineering and Management from Durham University and is a CFA charterholder.
An increasingly narrow tech-driven rally demonstrates the evolution in emerging markets over recent years and highlights the potential benefits of an active, ...
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