Bo Knudsen is the CEO and Global Equity Portfolio Manager at C WorldWide Asset Management. Bo has worked in portfolio management since 1989, marking the start of a distinguished career in global equities. Prior to joining C WorldWide Asset Management in 1994 he worked for five years as a global portfolio manager with Danske Capital inCopenhagen and ultimately held the position as Head of International Equity Investments. In 1998 Bo moved and subsequently joined Nordea Investment management as Executive Director and Head of Equities. He re-joined C WorldWide Asset Management team in 2001 where he has remained ever since.The conversation, hosted by Tom Raber of Alvine Capital, and Aoifinn Devitt, starts with Bo's upbringing in a rural village in Denmark, and his education path to finance. We discuss then his approach to stock picking, hold period and portfolio construction, and how the high conviction approach works for him. We detour a little then in to the political backdrop to investing today and what that means for scenario analysis and forecasting.Our discussion concludes with his life outside investing, and Bo discusses his high conviction and focused approach there. Alvine Capital is a specialist European placement agent founded in 2005. With offices in London and Stockholm, Alvine seeks to uncover best in class investment managers around the globe and bring them to the European Institutional market.