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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 Nordic Factoring Fund monthly report – December 2025
Read more: Finserve Nordic Factoring Fund månadsrapport – december 2025Nordic Factoring Fund AB (publ) reports an increase of 0.35 percentage points compared to the previous month. The fund's return for 2025 amounts to 5.62 percent after fees. Since the fund's inception in 2019, the fund has had only positive monthly returns. An investment in Finserve Nordic Factoring Fund gives investors access to a well-diversified portfolio with over 1,000 credit counterparties with…
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Finserve Global Security Fund Monthly Report – December 2025
Read more: Finserve Global Security Fund månadsrapport – december 2025Peace talks parallel increased geopolitical risks in several regions December was marked by continued geopolitical uncertainty, with the market alternating between hopes for diplomatic progress in the Ukraine conflict and concerns about escalation in other regions. Defense stocks performed positively towards the end of the year, with periods of profit-taking after a strong year, while the sector continued to show relative strength compared to…
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Finserve Micro Cap Monthly Report – December 2025
Read more: Finserve Micro Cap månadsrapport – december 2025A good end to the year At the end of December, the NAV price for the fund's A class was 115.25. During December, the A class rose by 2.60 % and ended the year at 7.15%. Since its inception in December 2023, the fund has outperformed its benchmark index, OMX Small Cap GI, by approximately 2.82 percentage points. The fund has a broad portfolio of more than 100…
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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 seemed to be driven by risk aversion linked to AI funding and project delays, rather than fundamental weaknesses. The US decision to allow the sale of Nvidia's H200 chip to China is positive for Nvidia and AMD (both holdings). Broadcom (a top position) reported strong results and gave a very clear picture…
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Finserve Chelverton Global Technology Fund – December 2025
Read more: Finserve Chelverton Global Technology Fund – december 2025December ended the year with volatility in the markets, especially in the technology sector. Most of the price movements in the first two weeks appeared to be risk aversion – mainly linked to AI, with concerns about funding and project delays – rather than a deterioration in fundamentals. On the geopolitical side, the US administration announced that Nvidia will be allowed to sell its H200 chips to…
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Exelity Monthly Report – December 2025
Read more: Exelity månadsrapport – december 2025Exelity once again shows strength and ends December with an increase of +4.2%, thus setting the full-year return at +17%. This means that Exelity outperforms all large- and small-cap indices both during December, but also for the full year 2025. While First North performed weakly during December with -2.2%, OMX Small Cap PI and OMX SPI performed even stronger +3.65% and 2.25%, respectively.…




