Korean election: A SKAGEN perspective
By: Fredrik BjellandAfter months of political chaos, South Korea has a new president. A positive stock market reaction could see further impetus with valuations still cheap and ...
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
Uncertain universe: Is it time to re-think emerging markets?
By: Fredrik BjellandThe US election result could signal a new world order but also an opportunity for investors to reassess developing markets and how best to gain equity exposure.