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 land rally, our fund Finserve Chelverton Thyra Fund (name change from GP Bullhound) ended up 3,82% in December which means that…
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...
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 was a month that started strong for global equities but still ended slightly lower in most markets. Our GP Bullhound…
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…