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SE Category: Thyra Fund
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Finserve Chelverton Thyra Fund – May 2026
Read more: Finserve Chelverton Thyra Fund – maj 2026May saw the Q1 earnings season continue, with many of our portfolio companies reporting. We continue to see numbers and management commentary that suggest AI demand…
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Finserve Chelverton Thyra Fund – April 2026
Read more: Finserve Chelverton Thyra Fund – april 2026April and the first quarter earnings season is in full swing and many of our portfolio companies have reported. In short, the numbers we see across the supply chain…
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Finserve Chelverton Thyra Fund – March 2026
Read more: Finserve Chelverton Thyra Fund – mars 2026March was a very turbulent month in the markets, with the weight of the war pushing bond yields up and markets sharply downward. We also saw some very…
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Finserve Chelverton Thyra Fund – February 2026
Read more: Finserve Chelverton Thyra Fund – februari 2026February continued to be characterized by high market volatility, with technology-related stocks in particular affected by a more pronounced ”risk-off” climate. With a focus on fundamentals…
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Finserve Chelverton Thyra Fund – January 2026
Read more: Finserve Chelverton Thyra Fund – januari 2026January continued with a lot of volatility in the markets, but the fund delivered positive returns during the month. Fundamentally, we have had a strong reporting season with…
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Finserve Chelverton Thyra Fund – December 2025
Read more: Finserve Chelverton Thyra Fund – december 2025December was also marked by volatility in technology markets. Price movements at the beginning of the month appeared to be driven by risk aversion linked to AI funding and project delays, rather than…
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Finserve Chelverton Thyra Fund – November 2025
Read more: Finserve Chelverton Thyra Fund – november 2025In November, the third quarter earnings season continued with continued positive fundamentals: among our largest holdings, AMD and Nvidia reported strong results as…
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Finserve Chelverton Thyra Fund – October 2025
Read more: Finserve Chelverton Thyra Fund – oktober 2025In October, the third quarter earnings season began and many of our portfolio companies reported. We saw positive earnings updates from many of our portfolio companies, which…
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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…
