The second quarter earnings season began in July. We saw positive earnings updates from many of our portfolio companies, which contributed to the fund's positive performance. Perhaps…
June was a strong month for the portfolio, up 10.8 % (return in SEK). In terms of performance, June is a quiet month, but one of our…
After a turbulent April, where customs news dominated, May – fortunately for us – was significantly more focused on company fundamentals. During May,…
April was dominated by the news flow about tariffs – and at times we experienced volatility not seen in decades. At the beginning…
Another volatile month for the market as tariffs and trade war threats persisted (and have clearly had a further significant impact on the market and…
February was very volatile, especially when it comes to technology stocks. Tariffs and trade wars were in focus. Companies with an AI focus were…
The year has started with volatility for the stock markets. Initially, the volatility was driven by different expectations about how Trump would implement his planned tariffs, i.e. which…
Despite the lack of real estate rally, our fund Finserve Chelverton Global Technology (name change from GP Bullhound) ended up 3,25% in December which makes…
We would like to inform you that the fund GP Bullhound Global Technology Fund and GP Bullhound Thyra Hedge Fund will change their name to...