Global equity markets: The Great Rotation
By: Jonas EdholmHas the Great Rotation finally commenced? While it is still early days, we are potentially witnessing a seismic shift in global equity markets.
Jonas Edholm
Portfolio Manager
Jonas manages the equity fund SKAGEN Focus.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
About Jonas
Experience
- Joined SKAGEN in January 2015
- Founder and Portfolio Manager, Labrusca Family Office, Stockholm, Sweden
- Founder and Portfolio Manager, Lundbark & Co Fondförvaltning, Stockholm, Sweden
- Lead Portfolio Manager, LF Capital, New York
- Tactical Asset Allocation, Derivatives Trader, Länsförsäkringar Asset Management, Stockholm, Sweden
- Risk Management, Wasa Asset Management, Stockholm, Sweden
Education
- MSc Business Studies and Economics, University of Uppsala, Sweden
- Studied at University of Strathclyde, Glasgow, Scotland
Apples vs. Oranges: Rethinking global equity markets
By: Jonas EdholmIn today's market, traditional equity indices no longer offer a true reflection of global stock performance. We explore the growing risks of market-capitalisati ...