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Here you will find our entire range of funds

All funds
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Finserve Global Security Fund
Read more: Finserve Global Security FundFinserve Global Security Fund is an actively managed equity fund with global exposure and a focus on defense, cybersecurity and space. The fund aims to…
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Finserve Micro Cap Fund
Read more: Finserve Micro Cap FundA rules-based fund strategy that invests in genuine Swedish micro-companies listed on the Stockholm Stock Exchange's prestigious main list. Based on historically robust empirical methods, the fund aims to…
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Meriti Ekorren Global
Read more: Meriti Ekorren GlobalMeriti Ekorren Global is a global equity fund. The fund holds individual securities that are judged to perform well or that are undervalued. The fund…
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Finserve Chelverton Global Tech Fund
Read more: Finserve Chelverton Global Tech FundFinserve Chelverton Global Tech Fund invests in technology companies based on 4-5 major technology trends. Currently, the fund is exposed to AI hardware/software, IT security, cloud services and…
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Being and Investment Active Value A
Read more: Being and Investment Active Value AThe fund invests in 8-12 listed companies that all have an active owner among the owner list, typically a private equity or an activist owner. Our focus is…
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ORCA Hedge Fund
Read more: ORCA Hedge FundORCA Hedge Fund is a systematic and quantitatively managed hedge fund that strives to deliver stable returns with low correlation to the development of the stock market. Normally, the fund contains around 500 long and short equity positions, carefully selected to minimize the risk in each individual investment and keep the overall risk level well balanced. The management is based on creating exposure…
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Meriti Neutral
Read more: Meriti NeutralThe fund is market neutral and aims for positive absolute returns. The fund invests directly and indirectly in European equities and fixed income instruments. The fund is managed using a systematic data-driven process, and equities are scored and ranked daily. A relatively even distribution of long and short investments results in a net market exposure close to zero. The fund may invest in transferable securities, money market instruments, derivative instruments…
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Finserve Chelverton Thyra Fund
Read more: Finserve Chelverton Thyra FundFinserve Chelverton Thyra Fund is a concentrated equity-based long/short UCITS fund with a global focus primarily in the technology sector.
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Finserve Nordic Factoring Fund
Read more: Finserve Nordic Factoring FundNordic Factoring Fund offers a unique fund product for private investors with exposure to the Nordic market for factoring loans. The fund aims to…
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Finserve Nordic Factoring Fund LUX
Read more: Finserve Nordic Factoring Fund LUXA unique investment opportunity in the Nordic factoring market. Discover the risk-adjusted return with no or little market correlation. Nordic Factoring Fund Lux is a…
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Meriti Carlsson Norén Yield Opportunity
Read more: Meriti Carlsson Norén Yield OpportunityThe fund is an actively managed fund that seeks an interest-based return by focusing on investments in instruments that are inherently…
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Meriti Carlsson Norén Macro Fund
Read more: Meriti Carlsson Norén Macro FundThe management of the Fund is focused on long and short positions mainly in the fixed income markets in Sweden, Germany, Norway, the USA and the UK and aims to…
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Exelity
Read more: ExelityExelity is a fund that combines investments in shares and what we call financial transactions. The aim is to give the investor a well-balanced…
Selected posts
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Finserve Global Security Fund Monthly Report – October 2025
Read more: Finserve Global Security Fund månadsrapport – oktober 2025Healthy correction coupled with strong reporting season in the defense sector Defense stocks fell slightly in early October after reports that Trump and Putin were planning a meeting in Budapest to discuss a possible ceasefire in Ukraine. The market interpreted this as a sign of de-escalation, but the meeting was canceled and the sector recovered towards the end of the month. The fund…
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Finserve Micro Cap Monthly Report – October 2025
Read more: Finserve Micro Cap månadsrapport – oktober 2025There are often many small companies that shine green when the market declines. At the end of October, the NAV price for the fund's A class was 115.99. During the month, the A class fell by 1.34 % and is up 7.82 % since the beginning of the year. Since its inception in December 2023, the fund has outperformed its reference index, OMX Small Cap GI, by approximately 5.73 percentage points. Despite a portfolio consisting of a full 110 companies, the fund is this year the one…
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Finserve Nordic Factoring Fund monthly report – October 2025
Read more: Finserve Nordic Factoring Fund månadsrapport – oktober 2025Nordic Factoring Fund AB (publ) reports an increase of 0.45 percentage points compared to the previous month.Investing in Finserve Nordic Factoring Fund gives investors access to a well-diversified portfolio of over 1000 credit counterparties with high credit ratings and an asset class that exhibits low correlation with other asset classes, such as interest rates, equities, traditional credits, currencies and commodities. IFRS 9 Provisions…
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Finserve Chelverton Thyra Fund – October 2025
Read more: Finserve Chelverton Thyra Fund – oktober 2025October marked the start of the third quarter earnings season, with many of our portfolio companies reporting. We saw positive earnings updates from many of our portfolio companies, which contributed to the fund’s positive performance. Perhaps more importantly, there was positive commentary from cloud companies on the demand for AI, and we saw significant increases/upgrades in capex relative to estimates from across Google,…
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Finserve Chelverton Global Technology Fund – October 2025
Read more: Finserve Chelverton Global Technology Fund – oktober 2025October marked the start of the third quarter earnings season, with many of our portfolio companies reporting. We saw positive earnings updates from many of our portfolio companies, which contributed to the fund’s positive performance. Perhaps more importantly, there was positive commentary from cloud companies on the demand for AI, and we saw significant increases/upgrades in capex relative to estimates from across Google,…
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Exelity Monthly Report – October 2025
Read more: Exelity månadsrapport – oktober 2025Stock market sentiment among small caps continues to be challenging, with OM Small Cap PI and First North All-Share noting -1.2 % and -3.3 % respectively during October. Exelity ended the month at -1 % and is thus at +19.2 % for the full year 2025. Although Exelity is an absolute return fund, we note that it has outperformed all indices during…




