Jonathan Furelid – Medium

Jonathan Furelid

Jonathan Furelid
in
Global Defence & Security Fund

This is how we build the GDS portfolio

Global Defense & Security Fund’s (GDS) objective is to give our unit holders an exposure to what we consider to be the most interesting…

Jul 12, 2019

This is how we build the GDS portfolio

Jul 12, 2019

Jonathan Furelid
in
Global Defence & Security Fund

Monthly Letter — June 2019

The fund returned 1.27% in June, which was weaker than its benchmark index, MSCI World / Materials NR USD, which returned 4.63% over the…

Jul 4, 2019

Monthly Letter — June 2019

Jul 4, 2019

Jonathan Furelid
in
Global Defence & Security Fund

How’s Boeing doing?

The American aviation manufacturer Boeing in the wake of flight crashes in Indonesia and Ethiopia with the company’s 737 Max planes have…

Jul 2, 2019

How’s Boeing doing?

Jul 2, 2019

Jonathan Furelid
in
Global Defence & Security Fund

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…

Jul 2, 2019

Our view of Saab — big upside, limited downside

Jul 2, 2019

Jonathan Furelid
in
Global Defence & Security Fund

Cyber Expert: What happened in Baltimore can happen here

In May, the US city of Baltimore suffered from a major cyber attack. Since the attack began, the city’s most important computers have not…

Jul 2, 2019

Cyber Expert: What happened in Baltimore can happen here

Jul 2, 2019

Jonathan Furelid
in
Global Defence & Security Fund

Major Defence and Aerospace merger Benefits Fund

Late Sunday evening (June 9, 2019) a merger of industrial conglomerate United Technologies (UTC) and the defense company Raytheon was…

Jul 2, 2019

Major Defence and Aerospace merger Benefits Fund

Jul 2, 2019

Jonathan Furelid
in
Global Defence & Security Fund

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…

Jul 2, 2019

Monthly letter-May 2019

Jul 2, 2019

Jonathan Furelid
in
Global Defence & Security Fund

Cyber Attacks Create Investment Opportunities

The Swedish Armed Forces and societies, both in Sweden and abroad, are now adding more power and resources than ever to protecting…

Jul 2, 2019

Cyber Attacks Create Investment Opportunities

Jul 2, 2019

Jonathan Furelid

Jonathan Furelid

Self-employed financial communications consultant. Writes about financial markets, investment funds, and related areas of interest. No investment advice.

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