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SE Category: Global Security Fund
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August – strong month for the Global Security Fund
Read more: Augusti – stark månad för Global Security FundAfter almost twenty years of occupation, NATO and its allies withdrew from Afghanistan. It is a historically significant security event and will have…
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July: Strong month for Global Security Fund – cyber security companies benefit from increased investment focus
Read more: Juli: Stark månad för Global Security Fund – cybersäkerhetsbolag gynnas av ökat investeringsfokusIt was a strong month for the Global Security Fund, which was up 3.3 percent and 3.4 percent respectively for share classes R and S. Cyber security companies…
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The Kaseya attack the tip of an iceberg
Read more: Kaseya-attacken toppen på ett isbergFortinet and Crowdstrike are among the five largest holdings in the global equity fund Global Security Fund and two companies whose products may have…
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June: Strong month for Global Security Fund – cyber security sector performs best
Read more: Juni: Stark månad för Global Security Fund – cybersäkerhetssektorn presterar bästIt was a strong month for the Global Security Fund, which was up 3.1 percent and 3.2 percent respectively for the R and S share classes. Again…
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Investments in security, space and cyber
Read more: Investeringar i säkerhet, rymd och cyberOn June 15th, we held a live webinar on the topic of security, space and cyber security as investments. Tor Sinclair went through what drives…
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May: Another strong month for the Global Security Fund
Read more: Maj: Återigen en stark månad för Global Security FundIt was a good month for the Global Security Fund, which was up 1.7 percent and 1.6 percent respectively for the R and S share classes. The…
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The beginning of the rotation towards value stocks? There is reason to believe in a rising inflationary trend
Read more: Början av rotationen mot värdeaktier? Finns anledning att tro på en stigande inflationstrendCentral banks have been confident that signs of rising inflation will be transitory, but inflation figures from the past week cast doubt on that claim.…
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April: Strong month for the Global Security Fund
Read more: April: Stark månad för Global Security FundIt was a good month for the Global Security Fund, which was up 1.8 percent and 1.7 percent respectively for the R and S share classes. This…
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Finserve Nordic Quarterly Review – Q1, 2021
Read more: Finserve Nordic kvartalsgenomgång – Q1, 2021Global Security manager Tor Sinclair talks about the fund and how the fund's holdings have fared in the 1st quarter of 2021. With a strong start to the year…
