The outlook for fairness markets seems unsure this 12 months, given higher-for-longer rates of interest , rising inflation and U.S. President-elect Donald Trump’s return to workplace. As buyers ponder how — and the place — to speculate, CNBC’s Tanvir Gill will quiz portfolio supervisor Knut Gezelius on the place he sees alternatives within the present market. Pro subscribers can submit questions right here. Gezelius is a lead portfolio supervisor at Skagen Global, managing $3.6 billion euros ($3.7 billion) in property below the Skagen Global A fund . Launched in 1997, the fund seeks to establish undervalued corporations with engaging risk-reward for long-term buyers. The worth investor prides himself on making investments that go in opposition to the tide. His fund returned 23.75% within the 12 months to the top of November, though this was beneath its benchmark index. Top holdings embrace Alphabet Inc , Canadian Pacific Kansas City , JPMorgan Chase and MSCI Inc . Gezelius joined Skagen in 2014 from Goldman Sachs Asset Management, the place he served as an govt director within the Global Equity crew. Prior to that he held positions at as a senior lead analyst at energy era and distribution agency Entergy Corporation and senior advisor at funding administration agency Applied Value Group. To watch Gezelius’ high funding concepts, click on right here to hitch CNBC Pro Talks on Wednesday, January 15, at 2:30 p.m. Singapore / 6:30 a.m. London / 1:30 a.m. ET. Learn extra from our earlier Pro Talks: ‘The subsequent Nvidia’: Broadcom is the AI chip inventory to personal in 2025, investor says Related protection from Pro: These 4 ETFs have outperformed the S & P 500 over the previous 5 years From EVs to magnificence: Strategist names 4 shares to purchase in 2025 ‘A novel alternative’: Portfolio supervisor names 3 Indian shares to purchase in 2025
As buyers ponder how — and the place — to speculate, CNBC’s Tanvir Gill will quiz portfolio supervisor Knut Gezelius on the place he sees alternatives within the present market.
Gezelius is a lead portfolio supervisor at Skagen Global, managing $3.6 billion euros ($3.7 billion) in property below the Skagen Global A fund. Launched in 1997, the fund seeks to establish undervalued corporations with engaging risk-reward for long-term buyers.
The worth investor prides himself on making investments that go in opposition to the tide. His fund returned 23.75% within the 12 months to the top of November, though this was beneath its benchmark index. Top holdings embrace Alphabet Inc, Canadian Pacific Kansas City, JPMorgan Chase and MSCI Inc.
Gezelius joined Skagen in 2014 from Goldman Sachs Asset Management, the place he served as an govt director within the Global Equity crew. Prior to that he held positions at as a senior lead analyst at energy era and distribution agency Entergy Corporation and senior advisor at funding administration agency Applied Value Group.
To watch Gezelius’ high funding concepts, click here to join CNBC Pro Talks on Wednesday, January 15, at 2:30 p.m. Singapore / 6:30 a.m. London / 1:30 a.m. ET.
