SKAGEN Kon-Tiki update: Investment strategy continues to deliver
By: Fredrik BjellandAgainst a favourable emerging markets backdrop, SKAGEN Kon-Tiki had a strong 2025 and is well-positioned to continue delivering positive risk-adjusted returns ...
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.
Against a favourable emerging markets backdrop, SKAGEN Kon-Tiki had a strong 2025 and is well-positioned to continue delivering positive risk-adjusted returns ...
2025 proved to be a strong year for risk assets, with global equities supported by accelerating AI investment and the onset of monetary easing in major ...