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SE Category: Global Security Fund
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Monthly newsletter July 2020
Read more: Månadsbrev juli 2020There was a generally strong development on the stock market in July and once again it was technology companies that acted as locomotives. The investment interest in the cyber security sector is clear…
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Global Security Podcast #3 – Month of June
Read more: Global Security Podcast #3 – Juni månadGlobal Security Fund manager Tor Sinclair reviews June's winners and losers and the year's developments.
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Monthly newsletter June 2020
Read more: Månadsbrev juni 2020It was once again technology stocks that led the market in June with an increase of just under 5 percent for the Nasdaq index. Big tech companies like Amazon (11.8%),…
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Global Security Podcast #2 – The fund's largest holding
Read more: Global Security Podcast #2 – Fondens största innehavGlobal Security Fund's manager Tor Sinclair reviews the fund's largest holdings and why he chose these particular companies as the largest holdings. The fund's development in…
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Monthly newsletter May 2020
Read more: Månadsbrev maj 2020Equity prices were generally strong in May with the technology sector once again leading the way. The Global Security Fund's holdings also had a good development, but a weakening…
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Global Security Podcast #1 – April
Read more: Global Security Podcast #1 – AprilIn the Global Security Podcast – Episode 1, Trustee Tor Sinclair talks to Jonathan Furelid about tech investment in the security sector. Listen here
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Monthly newsletter April 2020
Read more: Månadsbrev april 2020Massive Central Bank interventions across the globe helped calm the market panic we saw in March, leading to increased investment appetite and…
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Report: How the corona crisis creates unique investment opportunities in the security sector
Read more: Rapport: Så skapar coronakrisen unika investeringsmöjligheter i säkerhetssektornThe coronavirus has in a short time paralyzed the global economy and caused dramatic stock market falls. Shares have sold across the board, regardless of differences in valuation multiples.…
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Monthly newsletter March 2020
Read more: Månadsbrev mars 2020The revaluation of risk premiums we saw in February escalated in March, leading to a further decline in the world's equity markets and a…
