The Power of the Future: The Strategic Importance of Investing in Space and Defense Technologies

RESEARCH CENTER
July 5, 2025




Security Redefined

Security is no longer merely a response to physical threats; it has become the cornerstone of technological independence, the strengthening of digital infrastructure, and economic sustainability. This reality places defense and space technologies not only at the center of government agendas but also within the strategic scope of professional investors making long-term, informed decisions.

The New Face of Modern Defense

Today’s defense systems are shaped by speed, precision, and advanced technology. Leading this transformation, Lockheed Martin plays a critical role not only in traditional defense projects but also in cutting-edge satellite systems and hypersonic technologies. RTX Corporation (formerly Raytheon Technologies) holds a pivotal position in the digitalization of modern militaries through its development of radar systems and precision-guided munitions.

Northrop Grumman, representing the innovative face of the defense industry, boasts a broad technological portfolio from autonomous aerial systems to satellite infrastructures, contributing to both civilian and military applications.

A Strategic Investment Perspective

The BV Portföy Robotics and Space Technologies Variable Fund – RUT Fund identified this multidimensional transformation early on, adopting a thematic and long-term investment strategy. The fund’s portfolio includes companies that lead not only in the defense industry but also in AI-powered security systems, digital communication infrastructures, and autonomous technologies.

L3Harris Technologies offers robust defense mechanisms against today’s escalating cyber threats through advanced communication solutions and intelligence systems. Leidos supports both the public and private sectors with AI-enabled analytical platforms that deliver critical decision-support solutions.

Space’s New Role: Advanced Surveillance and Communication

Space has become central not just to scientific exploration, but also to defense, communication, and data security. Satellite platforms developed by companies like Northrop Grumman and Lockheed Martin hold strategic importance for military operations, climate monitoring, and global communication infrastructures.

Sustainable Power, Smart Investment

The companies in which the BV Portföy Robotics and Space Technologies Variable Fund – RUT Fund invests are not only meeting today’s security demands but are also shaping the technological transformation of the future. Next-generation defense firms like Kratos Defense make these technologies accessible on a broader scale through cost-effective and autonomous systems.

This comprehensive approach makes the RUT Fund not only resilient to geopolitical fluctuations but also an innovation-driven, long-term, and sustainable investment vehicle.

A Powerful Investment Solution for a New Era

In an age where security intersects with development, technology, and innovation, the BV Portföy Robotics and Space Technologies Variable Fund – RUT Fund offers investors both strategic protection and strong growth potential.

To make secure and informed investment decisions and to approach thematic funds with a professional perspective, connect with BV Portföy experts today.


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