Attractive entry point for the listed real estate recovery
Af: Michael GobitschekWith earnings, cashflows, market dynamics and macroeconomic conditions all positive but valuations close to historic lows, the asset class offers investors ...
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Portfolio Manager
Years with Firm: 21
Years in Industry: 26
Michael Gobitschek is a Portfolio Manager in the SKAGEN team at Storebrand Asset Management, where he is the lead portfolio manager for the SKAGEN m² global real estate equity fund.
He began his career at Erneholm & Haskel in 2000, working in corporate finance and M&A advisory. He joined SKAGEN Funds in 2005 as Head of Institutional Sales for Sweden and Finland, while also holding a position as a Portfolio Analyst. He became a Portfolio Manager for SKAGEN m² in 2012 and has served as its lead portfolio manager since 2014.
He holds a master’s degree in Finance and Economics from Stockholm University School of Business and a BBA from Växjö University. He has also completed the Certified Financial Adviser programme at Stockholm School of Economics IFL Executive Education.
With earnings, cashflows, market dynamics and macroeconomic conditions all positive but valuations close to historic lows, the asset class offers investors ...
Climate change represents a growing physical and financial threat to real estate globally. In our third commentary on resilience, we examine how conservative ...
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