ECP | Luxemburg, 03.04.2020
The broad market sell-off in March gave us the opportunity to enter the business of cancer treatment again. Not so long ago we sold our shares in Elekta around 135 SEK and now we had the chance to buy back the shares at prices 40-45% lower than when we sold them. This is an opportunity we only get every few years so we kept Elekta on our watchlist after we sold it in hope of getting a chance to buy the company again at an attractive valuation. March gave us that opportunity.
Mit freundlichen Grüssen aus Luxembourg
Léon Kirch, CIO & Partner
