Cheap and ignored stocks attract strategic buyers
By: Jonas Edholm“The strategic buyer fishes in the same waters as the contrarian value investor”
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.
“The strategic buyer fishes in the same waters as the contrarian value investor”
South Korea’s concentrated equity market rally has reshaped opportunities for global value investors with the emergence of significantly asset-backed, deeply ...
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