SKAGEN Kon-Tiki: Is value on its way back?
By: Fredrik BjellandThere are signs that value stocks may be making a comeback after a long period during which expensive growth stocks have outperformed, writes SKAGEN Kon-Tiki's ...
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
Five reasons emerging markets investors should feel reassured
By: Fredrik BjellandCoronavirus uncertainty and an oil price war have created fear but future stimulus and lessons from history provide reassurance for investors.