SKAGEN Global: Canadian Conviction
Par: Knut GezeliusWe recently met with our two Canada-based holdings and received positive updates on their ambitious plans for the future.
Knut Gezelius
Portfolio Manager
Knut manages the equity fund SKAGEN Global.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
About Knut
Work experience
- Joined SKAGEN in May 2014
- Executive Director, Global Equity, Goldman Sachs Asset Management (GSAM), London, UK
- Senior Lead Analyst, Energy Management Organization, Entergy Corporation, Houston, USA
- Senior Consultant, Applied Value Group, Boston, USA
- Diplomat/Secretary Archivist, Embassy of Sweden, Moscow, Russian Federation
Education
- MBA, INSEAD, France/Singapore
- BSc. & MSc. in Nuclear Engineering, Massachusetts Institute of Technology (MIT), USA
- Swedish Defence Language Institute (Tolkskolan), Sweden
- CFA Charterholder
SKAGEN Global update: Stock markets continue to defy pessimists
Par: Knut GezeliusIn 2023, the equity market (once again) trumped the pessimists who erroneously projected a weak year for stocks, pointing to raging inflation and geopolitical ...