SKAGEN m2: The Infrastructure Imperative
By: Michael GobitschekAs resilience grows in importance and the boundaries between real estate and infrastructure blur, opportunities outweigh risks for active investors.
Portfolio Manager
Michael manages the equity fund SKAGEN m2.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
As resilience grows in importance and the boundaries between real estate and infrastructure blur, opportunities outweigh risks for active investors.
Private equity interest in the UK self-storage group has lifted a listed real estate sector primed for consolidation.