WEBINAR Thursday 2 April at 11:00-11:45
This is how the corona crisis creates unique investment opportunities in the security sector.
The corona virus has in a short time paralyzed the global economy and caused dramatic stock market declines. Shares have been sold across the board, unchecked by differences in valuation multiples. As a result, equities 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.
Today, the sector offers a unique investment opportunity: low absolute and relative valuations, stable and predictable income and megatrends that speak for continued large investments in security.
In an extra video conference, 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.
The presentation itself lasts about 30 minutes and then you have the opportunity to ask us questions via chat.
We will send a link to the webinar the day before and you can participate with a regular browser or via Microsoft Teams.
We will also send out the video and presentation after the webinar if you enter your name & email below.
