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SE Category: Thyra Fund
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Finserve Chelverton Thyra Fund – September 2025
Read more: Finserve Chelverton Thyra Fund – september 2025September was a quieter month in terms of reports, but we still saw a large flow of news in the technology sector – and the portfolio developed…
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Finserve Chelverton Thyra Fund – August 2025
Read more: Finserve Chelverton Thyra Fund – augusti 2025In August, the second quarter earnings season continued, with positive results from many of our portfolio companies, although overall portfolio performance was dampened by…
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Finserve Chelverton Thyra Fund – July 2025
Read more: Finserve Chelverton Thyra Fund – juli 2025The 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…
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Finserve Chelverton Thyra Fund – June 2025
Read more: Finserve Chelverton Thyra Fund – juni 2025June was a strong month for the portfolio, up 6.7% % (return in SEK). In terms of performance, June is a quiet month, but one of our…
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Finserve Chelverton Thyra Fund – May 2025
Read more: Finserve Chelverton Thyra Fund – maj 2025After a turbulent April, where customs news dominated, May – to our delight – became significantly more focused on company fundamentals. During the month,…
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Finserve Chelverton Thyra Fund – April 2025
Read more: Finserve Chelverton Thyra Fund – april 2025April was dominated by the news flow about tariffs – and at times we experienced volatility not seen in decades. At the beginning…
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Finserve Chelverton Thyra Fund – March 2025
Read more: Finserve Chelverton Thyra Fund – mars 2025Another volatile month for the market as tariffs and trade war threats persisted (and have clearly had a further significant impact on the market and…
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Finserve Chelverton Thyra Fund – February 2025
Read more: Finserve Chelverton Thyra Fund – februari 2025February was very volatile, especially when it comes to technology stocks. Tariffs and trade wars were in focus. Companies with an AI focus were…
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Finserve Chelverton Thyra Fund – January 2025
Read more: Finserve Chelverton Thyra Fund – januari 2025The 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…
