EN 
SE Category: Global Security Fund
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Monthly newsletter October 2020
Read more: Månadsbrev oktober 2020More than half of the fund's holdings reported during the month of October, but even though the companies in most cases beat expectations, October was a…
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Monthly newsletter September 2020
Read more: Månadsbrev september 2020September was generally a weak month on the world's stock exchanges. Safety stocks were no exception, but a stronger dollar and a weaker krona contributed positively.…
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Global Security Fund Presentation September
Read more: Global Security Fund Presentation SeptemberGlobal Security Fund's manager Tor Sinclair presents the Global Security fund.
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Global Security Podcast #4 – July and August
Read more: Global Security Podcast #4 – Juli och Augusti månadGlobal Security Fund manager Tor Sinclair reviews the July and August winners and losers.
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Monthly newsletter August 2020
Read more: Månadsbrev augusti 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: 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…
