Monthly comment
Tor Sinclair

December: cyber security rally benefited the fund

The Global Security Fund increased by 4.72 percent (S-share class) and 4.52 percent (R-share class) in December, which was significantly better than the benchmark index MSCI World TR which rose by

Newsletter
Tor Sinclair

Monthly newsletter October 2020

More than half of the fund's holdings reported in October, but despite the fact that the companies in most cases beat expectations, October was a weak month,

Newsletter
Tor Sinclair

Monthly newsletter September 2020

September was generally a weak month on world stock markets. Collateral shares were no exception, but a stronger dollar and a weaker krona contributed positively. Global Security

Newsletter
Tor Sinclair

Monthly newsletter August 2020

Since 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 possible at

Newsletter
Tor Sinclair

Monthly newsletter July 2020

There was a generally strong development in the stock market in July and once again it was the technology company that acted as the locomotive. The investment interest in the cyber security sector is clear and company