Below are the historical S&P 500 drawdowns in USD that we believe, technically, are the most similar to the current decline, based on data since 1950. The red line in each chart represents the current drawdown, which as of the close on April 4, stands at -17.4%....
As outlined in our latest newsletter, we initiated a significant shift in the profile of the funds in February. This process continued throughout March and is now nearly complete. During February and March, we reallocated approximately 55% of each portfolio, resulting...
Read the March monthly reports below: CB European Quality Fund – March 2025 CB Save Earth Fund – March 2025 Portfolio Manager’s Commentary As outlined in our latest newsletter, we initiated a significant shift in the profile of the funds in February. This...
This morning, our portfolio manager, CEO, and partner Alexander Jansson appeared on Dagens Industris Börsmorgon to explain, among other things, why Trump is imposing tariffs. He outlined the global trade balance, where the USA consumes significantly more than it...
