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SE Category: Thyra Fund
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GP Bullhound Thyra Hedge Fund – July 2024
Read more: GP Bullhound Thyra Hedge 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 Thyra Hedge Fund – June 2024
Read more: GP Bullhound Thyra Hedge 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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Monthly update April 2022
Read more: Monthly update April 2022The good news is that technology continues to deliver strong results in the first quarter and that the market is becoming more forgiving of weakness. Main focus…
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Monthly update February 2022
Read more: Monthly update February 2022Volatility continues in the market and the reporting season has been strong for technology, especially software. However, we have seen weaknesses in social media platforms as well as payment services. …
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November 2021: Demand for semiconductor equipment remains strong
Read more: November 2021: Demand for semiconductor equipment remains strongWe 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: Software continues to be the strongest sector in the portfolio
Read more: October: Software continues to be the strongest sector in the portfolioThe 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: increases in software companies
Read more: September: increases in software companiesConcerns 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…
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August: autumn looks strong
Read more: August: autumn looks strongThe market remains anxious, will the recovery continue? How will the rapid spread of the delta variant affect and how quickly will inflation…
