SKAGEN Kon-Tiki: Playing defence in a top-heavy market
By: Fredrik BjellandAn increasingly narrow tech-driven rally demonstrates the evolution in emerging markets over recent years and highlights the potential benefits of an active, ...
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.
M. Eng, Manufacturing Engineering & Management, Durham University
An increasingly narrow tech-driven rally demonstrates the evolution in emerging markets over recent years and highlights the potential benefits of an active, ...
Against a favourable emerging markets backdrop, SKAGEN Kon-Tiki had a strong 2025 and is well-positioned to continue delivering positive risk-adjusted returns ...