China: opportunities amid lowered expectations
By: Fredrik BjellandA combination of lower economic growth, external political unrest and more expensive financing means that China can no longer rely on a continuously rising ...
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
The case for emerging markets in five charts
By: Fredrik BjellandPositive structural and cyclical tailwinds mean developing world equities at knockdown valuations should be a happy hunting ground for long-term investors.