- BJK tracks the gaming industry, but with many top holdings in the e-gambling sub-sector.
- Online betting took off during the pandemic, and this is another consumer behavior I see accelerating in the years ahead, creating a "new normal".
- Many U.S. states have recently passed favorable legislation regarding online casinos and sports betting. This has been a boon for the sector, and I believe more states will follow.
- This is another fund sitting well above its pre-crisis high that I believe will see further gains in 2021.
For further details see:
BJK: Betting On Bettors, Now And Post-Covid