As investors ponder how — and where — to invest, CNBC’s Tanveer Gill asks portfolio manager Knut Gezelius where he sees opportunities in the current market.
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Gezelius is a lead portfolio manager at Skagen Global, managing 3.6 billion euros ($3.7 billion) in assets. Skagen Global A Fund. Launched in 1997, the fund seeks to identify undervalued companies with attractive risk-reward for long-term investors.
A value investor prides itself on making investments that go against the tide. His fund returned 23.75 percent in the 12 months to the end of November, though it underperformed its benchmark index. Includes top holdings. Alphabet Inc, Canadian Pacific Kansas City, JP Morgan Chase And MSCI Inc.
Gezelius joined Goldman Sachs Asset Management in Skagen in 2014, where he served as an Executive Director in the Global Equity team. Prior to that, he held senior lead analyst positions in power generation and distribution firms. Entergy Corporation and senior consultant at investment management firm Applied Value Group.
To see Gezelius’ top investment ideas, Click here to join CNBC Pro Talk. Wednesday, January 15, 2:30pm Singapore/ 6:30 am London / 1:30 a.m. ET.
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