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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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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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Exelity Monthly Report – June 2025
Read more: Exelity Monthly Report – June 2025The month of June was characterized by a strong stock market for small companies but a somewhat quieter transaction market. When we summarize the month, the return after fees ended at +4.2% for Exelity, which thus takes the fund to +18.3% for the full year 2025. Thus, Exelity continues to outperform all indices both in the short and long term, where we can see that, for example, OMX…
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Finserve Chelverton Global Technology Fund – June 2025
Read more: Finserve Chelverton Global Technology Fund – June 2025June was a strong month for the portfolio, up 10.8% % (return in SEK). In terms of earnings, June is a quiet month, but one of our large holdings, Broadcom, reported strong numbers – and we believe, given the strong development they predict, that earnings expectations will need to increase. Export figures from both Taiwan and South Korea have shown…
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Finserve Chelverton Thyra Fund – June 2025
Read more: Finserve Chelverton Thyra Fund – June 2025June was a strong month for the portfolio, up 6.7% % (return in SEK). In terms of earnings, June is a quiet month, but one of our large holdings, Broadcom, reported strong numbers – and we believe, given the strong development they forecast, that earnings expectations will need to be increased. Export figures from both Taiwan and South Korea have shown…
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Meriti Neutral monthly report – June 2025
Read more: Meriti Neutral monthly report – June 2025Meriti Neutral share class B rose in value by +0.14 percent during June. The fund has thus generated positive returns during all months of the year and the year's increase totals +4.93 percent. Since the strategy's inception pro forma 2010-06-30, it has returned +220.2 percent, while the correlation to the Swedish stock market has been 0.11. The second quarter of the year was characterized by significant…
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Meriti Ekorren Global Monthly Report – June 2025
Read more: Meriti Ekorren Global Monthly Report – June 2025Meriti Ekorren Global unit class B rose by +4.55 percent during June and during the year the fund has thus fallen by -2.31 percent. Since the fund's launch on December 4, 2023, the value increase amounts to +30.4 percent, a result that is +8.5 percentage points stronger than the fund's benchmark index. The second quarter of the year was characterized by significant uncertainty and volatility in the financial markets…
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Finserve Nordic Factoring Fund monthly report – June 2025
Read more: Finserve Nordic Factoring Fund monthly report – June 2025Nordic Factoring Fund AB (publ) reports an increase of 0.46 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…