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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 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 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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Finserve Global Security Fund Monthly Report – March 2025
Read more: Finserve Global Security Fund Monthly Report – March 2025Geopolitics in imbalance The Global Security Fund continued the year strongly, delivering a return of 1.16% in March, bringing the fund's return to 16.35% so far in 2025 through April. The month was marked by continued focus on the Trump administration's foreign policy, which contributed to increased geopolitical tensions and clear reactions in global stock markets. In March, the…
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Finserve Nordic Factoring Fund monthly report – March 2025
Read more: Finserve Nordic Factoring Fund monthly report – March 2025Nordic Factoring Fund AB (publ) reports a NAV price for March of 101.26, 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 with 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,…
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Finserve Chelverton Global Technology Fund – March 2025
Read more: Finserve Chelverton Global Technology Fund – March 2025Another volatile month for the market as tariffs and trade war threats persisted (and have clearly had a further significant impact on the market and tech so far in April). Tech stocks continued to fall further in March and we saw a significant pullback in Nvidia in particular, the largest position in the portfolio. This was contrary to what we…
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Finserve Chelverton Thyra Fund – March 2025
Read more: Finserve Chelverton Thyra Fund – March 2025Another volatile month for the market as tariffs and trade war threats persisted (and have clearly had a further significant impact on the market and tech so far in April). Tech stocks continued to fall further in March and we saw a significant pullback in Nvidia in particular, the largest position in the portfolio. This was contrary to what we…
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Exelity Monthly Report – March 2025
Read more: Exelity Monthly Report – March 2025Despite sharp stock market declines in general, Exelity manages to parry the declines well and closes at +0.5% for the month of March. This significantly outperforms most indices, where for example both OMX Stockholm PI and OMX Small Cap fell 8% during the month. For the full year 2025, Exelity is +7%, while OMX Stockholm PI and OMX Small Cap…
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Finserve Micro Cap Monthly Report – March 2025
Read more: Finserve Micro Cap Monthly Report – March 2025Tough month but many went against the grain The NAV price for the fund's A class was 99.76 in March. The fund's A class fell by 7.04% in March and has been around 7 percentage points better than the fund's reference index OMX Small Cap GI since its inception in December 2023. The fund aims to be a few percentage points better than the fund's reference index (OMX Small Cap GI)…