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...
A weak reporting week for tech companies, driven by weak consumer demand for PCs (Dell and HP) and continued weakness on the industrial semiconductor side (ADI). On…
The technology sector and the US market rose strongly in November, driven by Trump's win. Trump now gets a majority in both houses for the next 2…
October got off to a strong start for global equities, but most markets still edged lower. Our GP Bullhound Global Technology fund rose 3.58…
September started weak, but the 50 basis point increase in interest rates from the US central bank (Fed) turned the market around. At the same time, the Chinese government began to stimulate the domestic…
Market 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…
Volatility in the market for the large technology companies has increased sharply in recent times. However, the fundamentals of the industry have not changed…
Volatility 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,…