SKAGEN m2 buoyed by Big Yellow approach
By: Michael GobitschekPrivate equity interest in the UK self-storage group has lifted a listed real estate sector primed for consolidation.
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.
Private equity interest in the UK self-storage group has lifted a listed real estate sector primed for consolidation.
In a turbulent year for global markets, listed real estate has shown surprising regional resilience and shifting dynamics. SKAGEN m2’s focused strategy and ...
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