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SE Category: Thyra Hedge Fund
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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…
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July: Technology reports have been very strong
Read more: July: Technology reports have been very strongInvestors now don't really know which leg to stand on, are we headed for new shutdowns driven by the Delta version of…
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March: rising long-term interest rates make for a volatile month
Read more: March: rising long-term interest rates make for a volatile monthMarch was a volatile month where the market was driven back and forth by the development of long-term interest rates. We are now happy that we have the month…
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February: rising long-term interest rates changed the behavior of the market
Read more: February: rising long-term interest rates changed the behavior of the marketWe saw a sharp turn in the market during February, where the entire rise supported by good reports disappeared in the fear of higher interest rates during…
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December: rise rounded off by positive year
Read more: December: rise rounded off by positive yearAfter the big sector rotation in November, December was a strong month for stocks in general. GP Bullhound Thyra Hedge finished up 1.4 %…
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November: positive month led by the semiconductor sector
Read more: November: positive month led by the semiconductor sectorThyra Hedge Fund rose by 0.7 percent in November. The stock market was extremely strong during the month, breaking record after record. The market was driven by the…
