Investment Ideas: Cordiant, managed futures ETF, and an active strategy on security stocks

As a long-term defence equities bull, I thought I might try and construct a basket of interesting stocks to capture the (largely European and Asian) rearmament theme

Programming note: I will be away next week in Naples and Capri (w/c March 31st) – there will be no letters next week or the week after i.e I’m off for two weeks. Any suggestions for places to visit around Naples or Amalfi are most welcome !!

Cordiant’s positive trading update

Cordiant Digital Infrastructure features regularly in these letters, often menti…