Jonathan FurelidinGlobal Defence & Security FundThis is how we build the GDS portfolioGlobal 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, 2019Jul 12, 2019
Jonathan FurelidinGlobal Defence & Security FundMonthly Letter — June 2019The 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, 2019Jul 4, 2019
Jonathan FurelidinGlobal Defence & Security FundHow’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, 20191Jul 2, 20191
Jonathan FurelidinGlobal Defence & Security FundOur view of Saab — big upside, limited downsideFor 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, 2019Jul 2, 2019
Jonathan FurelidinGlobal Defence & Security FundCyber Expert: What happened in Baltimore can happen hereIn 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, 2019Jul 2, 2019
Jonathan FurelidinGlobal Defence & Security FundMajor Defence and Aerospace merger Benefits FundLate Sunday evening (June 9, 2019) a merger of industrial conglomerate United Technologies (UTC) and the defense company Raytheon was…Jul 2, 2019Jul 2, 2019
Jonathan FurelidinGlobal Defence & Security FundMonthly letter-May 2019The 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, 2019Jul 2, 2019
Jonathan FurelidinGlobal Defence & Security FundCyber Attacks Create Investment OpportunitiesThe Swedish Armed Forces and societies, both in Sweden and abroad, are now adding more power and resources than ever to protecting…Jul 2, 2019Jul 2, 2019