SKAGEN m²: The Data Centre Opportunity
By: Michael GobitschekAccelerating demand and supply constraints make data centres one of the most attractive secular growth stories in global real estate markets.
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.
Contact Michael :
E-mail: contact@skagenfunds.com
Accelerating demand and supply constraints make data centres one of the most attractive secular growth stories in global real estate markets.
As resilience grows in importance and the boundaries between real estate and infrastructure blur, opportunities outweigh risks for active investors.