EN 
SE All our funds
Here you will find our entire range of funds
All funds
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Finserve Global Security Fund
Read more: Finserve Global Security FundAn escalated strategic race and global competition between the world's largest states in technology, space, critical raw materials and access to natural resources is creating megatrends for…
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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 Neutral
Read more: Meriti NeutralThe fund is market neutral and strives for positive absolute returns. The fund invests directly and indirectly in European shares and fixed income instruments. The fund is managed with a…
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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 Techn Fund invests in technology companies based on 4-5 major technology trends. Currently, the fund is exposed to gaming, IT security, cloud services and semiconductors.
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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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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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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…
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Factoring as an asset class: Why it should STILL be part of your long-term portfolio
Read more: Factoring as an asset class: Why it should STILL be part of your long-term portfolioThe factoring market is expected to be valued up to USD 6,707.5 billion by 2033 with a compound annual growth rate (CAGR) of 6.4 % from 2024 to 2033. In the year 2024 alone, the market is expected to reach EUR 3,836.1 billion according to Market.us. In a world of rapid market changes and economic uncertainty, investors are constantly faced with the challenge of finding reliable and…
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The European security order in change
Read more: The European security order in changeThe EU and Europe need an effective European strategy with regard to a changed geopolitical and commercial economic environment. Although the threat has long been recognized from totalitarian regional power regimes that form authoritarian alliances and seek anti-Western coalitions, a common European strategy has not been sufficiently developed and unified. Although the challenges are obvious, here are some things listed…
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Tech letter for Global Technology Fund week v48 (November 25-29)
Read more: Tech letter for Global Technology Fund week v48 (November 25-29)A weak reporting week for tech companies, driven by weak consumer demand for PCs (Dell and HP) and continued weakness on the industrial semiconductor side (ADI). On the software side, Workday fell and dragged the sector down on Wednesday. The guidance for the beginning of 2025 was somewhat weaker than expected due to tough comparative figures and the fact that the margin lift stops somewhat in the short term...
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What is a small company? We clarify the concept.
Read more: What is a small company? We clarify the concept.When we talk about small companies, there are different definitions depending on who you ask. The fund industry and the Stockholm Stock Exchange have different ways of categorizing companies based on their size. Let's break down the terms so you can easily understand the differences. The fund industry vs. Stockholmsbörsen To explain simply, you can imagine that we are talking about sizes of…
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Finserve Nordic Factoring Fund LUX monthly report – October 2024
Read more: Finserve Nordic Factoring Fund LUX monthly report – October 2024Nordic Factoring Fund LUX reports an increase of 0.59 percentage points compared to the previous month. The year-to-date return stands at 5.45 % after fees, with a volatility of 0.3 %, giving an annualized Sharpe ratio of 12.43. Investments in Finserve Nordic Factoring Fund LUX give investors access to a well-diversified portfolio with over 1,000 counterparties…
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Finserve Global Security Fund Monthly Report – October 2024
Read more: Finserve Global Security Fund Monthly Report – October 2024October was the fund's strongest month since March, with a return of 6.6 %. The result was driven by strong defense industry reports that beat expectations. As of October 31, the fund has delivered a return of 27.76 % and also got off to a good start in November Likely there was a bit of a repricing of Republican victory which would…
