The outlook for stocks this year appears uncertain given the long-term rise in interest rates, rising inflation and President-elect Trump’s return to office. As investors think about how and where to invest, CNBC’s Tanvir Gill will ask portfolio manager Knut Gezelius what he sees in the current market Here comes the chance. Pro subscribers can submit questions here. Gezelius is the lead portfolio manager of Skagen Global, managing assets worth €3.6 billion (approximately US$3.7 billion) under the Skagen Global A fund. Launched in 1997, the fund seeks undervalued companies with attractive risk-return profiles for long-term investors. Value investors pride themselves on making investments that buck the trend. His fund returned 23.75% in the 12 months to the end of November, although that was lower than its benchmark index. Major holdings include Alphabet Inc, Canadian Pacific Kansas City Corp., JPMorgan Chase & Co. and MSCI Inc. Gezelius joined Skagen in 2014 from Goldman Sachs Asset Management, where he served as an executive director on the global equities team. Prior to that, he served as senior principal analyst at Entergy Corporation, a power generation and distribution company, and as a senior advisor at investment management firm Applied Value Group. To watch Gezelius’ top investing ideas, click here to join CNBC Pro Talks on Wednesday, January 15 at 2:30pm Singapore / 6:30am London / 1:30am ET. Learn more from our previous Pro Talk: ‘The next Nvidia’: Broadcom is the AI ​​chip stock to own in 2025, investors say Pro Related: These 4 ETFs have outperformed over the past five years S&P 500 From EVs to Beauty: Strategists earmark four stocks to buy in 2025 ‘Unique opportunities’: Portfolio managers earmark 3 Indian stocks to buy in 2025
As investors think about how and where to invest, CNBC’s Tanvir Gill will ask portfolio manager Knut Gezelius what he sees in the current market Here comes the chance.
Gezelius is the lead portfolio manager at Skagen Global, managing €3.6 billion ($3.7 billion) of assets Skagen Global A Fund. Launched in 1997, the fund seeks undervalued companies with attractive risk-return profiles for long-term investors.
Gezelius joined Skagen in 2014 from Goldman Sachs Asset Management, where he served as an executive director on the global equities team. Prior to that, he served as a senior principal analyst at a power generation and distribution company Entergy Corporation Senior Advisor at investment management firm Applied Value Group.
