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SE Category: Global Security Fund
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Global Security Podcast #4 – July and August
Read more: Global Security Podcast #4 – July and AugustGlobal Security Fund manager Tor Sinclair reviews the July and August winners and losers.
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Monthly newsletter August 2020
Read more: Monthly newsletter August 2020Since the stock market turning point in March, the pattern has been the same – technology companies act as locomotives and many companies are traded at a valuation that was not thought to be...
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Monthly newsletter July 2020
Read more: Monthly newsletter July 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 – Month of JuneGlobal 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: Monthly newsletter June 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 – The fund's largest holdingGlobal 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: Monthly newsletter May 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: Monthly newsletter April 2020Massive Central Bank interventions across the globe helped calm the market panic we saw in March, leading to increased investment appetite and…
