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SE Category: Global Security Fund
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Monthly newsletter July 2019
Read more: Monthly newsletter July 2019July was a very strong month for the Global Security Fund with a return of 4.3 percent in line with the fund's benchmark which returned…
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This is how we build the GDS portfolio
Read more: This is how we build the GDS portfolioThe Global Security Fund's (GDS) objective is to give our shareholders exposure to what we consider to be the most interesting defense and security companies…
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Our take on Saab – big upside, limited downside
Read more: Our view of Saab – big upside, limited downsideIn the last five years, the development of Saab's share price relative to the Swedish stock exchange has been strong. The course has primarily been driven by better sales prospects and…
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The cyber expert: What happened in Baltimore can happen here
Read more: The cyber expert: What happened in Baltimore can happen hereDuring the month of May, the American city of Baltimore was hit by an extensive cyber attack. Since the attack began, the city's most important computers have been down and critical…
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New major deal in the defense industry benefits the fund
Read more: New major deal in the defense industry benefits the fundLate on Sunday evening, it was announced that the industrial conglomerate United Technologies (UTC) and the defense company Raytheon are merging. This creates the largest defense and aviation company in terms of revenue...
