Erik M. Barlebo

BIAM emphasizes long-term investments, bottom-up stock-picking approach and cash flow analysis. They base their investment process on fundamental research including company visits and extensive use of outsourced industrial expertise from non-financial analysts associated with the sectors in which they invest. The firm invests globally in listed equity, debt and alternative asset classes including private equity. BIAM favors companies with strong cash flow, growth potential within their sector and solid business models. They have specialist expertise in emerging market securities, both equity and fixed income, and invest in the Far East, Latin America and Eastern Europe.

Skagen-IM is an unconstrained, highly active manager which offers a range of equity and fixed income strategies that are guided by their long-term, value-oriented investment philosophy. They aim to achieve the best possible risk-adjusted returns for their clients. The firm looks for investments that are mispriced by the market, but whose value is likely to be recognized in future, and which offer great potential for the risk taken. Skagen-IM’s portfolio managers utilize fundamental bottom-up to select the best opportunities based on their detailed knowledge and proprietary company research.

BIAM emphasizes long-term investments, bottom-up stock-picking approach and cash flow analysis. They base their investment process on fundamental research including company visits and extensive use of outsourced industrial expertise from non-financial analysts associated with the sectors in which they invest. The firm invests globally in listed equity, debt and alternative asset classes including private equity. BIAM favors companies with strong cash flow, growth potential within their sector and solid business models. They have specialist expertise in emerging market securities, both equity and fixed income, and invest in the Far East, Latin America and Eastern Europe.