Long-term opportunities in China
By: Fredrik BjellandWe have seen a broad decline on the Chinese stock markets this year. Is the time then ripe for investors to turn their gaze to the world’s second largest econom ...
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
- Masters in Engineering, Durham University, UK
- CFA Charterholder
Safe travels with Aeroflot
By: Fredrik BjellandForget everything you ever thought you knew about the world's largest airline company. Russian Aeroflot is a new company in the SKAGEN Kon-Tiki portfolio.