Webinar: How the corona crisis creates unique investment opportunities in the security sector

The 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. This has meant that shares in the security sector have been traded down to historically low levels, while the discount on these so-called value shares versus growth shares remains at high levels.

In an extra webinar, Tor Sinclair, manager of the Global Security Fund, presents the exceptional situation that has arisen in the market and how the fund is positioned in this situation.

You can also download the presentation in PDF format here.