Kristoffer Stensrud was born in 1953 in Trondheim, Norway. He studied Financial Planning and Monetary Policy at the Copenhagen Business School and has over sixteen years of experience in the financial services industry. He began his career as chief analyst (1979-1983) at Børsinformation ApS in Copenhagen and later became portfolio manager (1983-1985) with Børsinformation I.R. (UK). In 1985, he joined Stafonds as an analyst for four years and later joined Carnegie-Jensen in Copenhagen in 1990 as a chief analyst. In 1993, Kristoffer founded Skagen Funds and is currently portfolio manager for the Skagen Kon-Tiki fund which he launched in 2002. He applies a bottom-up approach, focusing on picking high quality companies with a low price tag or companies that are undervalued and unpopular.
Knut Harald Nilsson was born in Sarpsborg, Norway in 1966. He attended the Copenhagen Business School where he gained a BSc and an MSc in finance & business administration. He joined Skagen AG in 2006 and manages the Skagen Kon-Tiki fund which is managed in a disciplined, stockpicking manner, often guided by strong thematic overlays. Knut has over 17 years of investment experience through various prior roles at Fearnley Fonds, Karl Johan Fonds, Alfred Berg and Deutsche Bank. Outside of fund mangement his interests include golf, tennis and skiing.
Cathrine Gether was born in Oslo, Norway in 1976. She gained a Masters degree in Finance from the London Business School and a Bachelor degree in Business Administration from the University of San Francisco. Her investment career commenced in 2000 at Karl Johan Fonds , part of DNB, as a corporate finance analyst. Two years later she moved to Carlson Capital UK Ltd where she was managing director. In 2008 Cathrine moved to the Millennium Capital Partners as a portfolio manager and a year later she joined Skagen where she is currently a portfolio manager. Outside of work she enjoys skiing, cinema and theatre.
This is an actively managed fund with a global investment mandate. The fund should invest at least 50% of the funds assets in emerging markets, i.e. countries or markets that are not included in the MSCI Developed Market Series. The funds objective is to find low-priced, high quality companies that are undervalued, under-researched and unpopular. To reduce risk, the fund seeks to maintain a reasonable geographic and sector balance.
Rank 23/109 Total Return
Rank 46/109 Standard Deviation
Rank 12/109 Max Drawdown
|21||Schroder ISF BRIC A Acc||
|22||Comgest Growth Emerging Markets US Dollar||
|23||Skagen Kon-Tiki A NOK||
|25||Templeton Frontier Markets A (acc) USD||
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|44||AXA Rosenberg Global Em Mkts Eq Alpha A USD||
|45||Goldman Sachs N-11 Equity Pf Base Acc USD||
|46||Legg Mason Batterymarch Emer Mkts Eq A Acc USD||
|46||Skagen Kon-Tiki A NOK||
|48||Sarasin EmergingSar - Global P USD||
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Month by Month Performance
Returns Vs Risk
- United Kingdom