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SE Category: Global Tech Fund
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GP Bullhound Technology Fund – August 2024
Read more: GP Bullhound Technology Fund – August 2024Market volatility within the big tech names has continued to be high as concerns about AI returns have arisen. However, the fundamentals of the industry have not changed and…
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GP Bullhound Technology Fund – July 2024
Read more: GP Bullhound Technology Fund – July 2024Volatility in the market for the large technology companies has increased sharply in recent times. However, the fundamentals of the industry have not changed…
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GP Bullhound Technology Fund – June 2024
Read more: GP Bullhound Technology Fund – June 2024Volatility in the major tech stocks has increased over the past month. However, the industry fundamentals have not changed and the strength in the areas around AI continues,…
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Tech Thoughts v10-2022
Read more: Tech Thoughts v10-2022Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, the impact of the Ukraine war…
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November 2021: Tech hit hard
Read more: November 2021: Tech hit hardWe have seen a clear increase in market volatility in recent weeks driven by concerns around the new version of covid and the US Federal Reserve's…
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October: The stock market once again reached record levels
Read more: October: The stock market once again reached record levelsThe stock market recovered during October and again reached record levels. We were a bit cautious in our view of the market ahead of the reporting season when we…
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September: Tough for tech
Read more: September: Tough for techConcerns in the market regarding growth, inflation and long-term interest rates have continued in September. Inflation concerns have spread to wage increases in the US and most…
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Finserve's quarterly presentation 23 September 2021
Read more: Finserve's quarterly presentation 23 September 2021During the quarterly presentation, we review the development of the credit and equity funds that Finserve manages. We also review the warranty agreement concluded between…
