Author: Tor Sinclair

Newsletter
Tor Sinclair

Monthly letter June 2019

The fund returned 1.27% in June, which was weaker than its benchmark, which returned 4.63% over the month. Return on the sector index Dow Jones US Select Aerospace &

Analysis
Tor Sinclair

Our view of Saab - big upside, limited downside

For the past 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 hopes for

Newsletter
Tor Sinclair

Monthly letter May 2019

The fund's return was -1.11% in May, a strong result for a globally diversified equity fund. The fund's benchmark index returned -6.76% in May while the Dow Jones return

Newsletter
Tor Sinclair

Monthly letter April 2019

April was a strong month for the fund, with an increase of 6.36%. Just over two months ago, the fund is now fully invested and is at all-time high