SKAGEN m2: Built for resilience
By: Michael GobitschekClimate change represents a growing physical and financial threat to real estate globally. In our third commentary on resilience, we examine how conservative ...
Portfolio Manager
Michael manages the equity fund SKAGEN m2.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
Contact Michael :
E-mail: contact@skagenfunds.com
Climate change represents a growing physical and financial threat to real estate globally. In our third commentary on resilience, we examine how conservative ...
Accelerating demand and supply constraints make data centres one of the most attractive secular growth stories in global real estate markets.