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Our fund offering is designed to complement traditional investments with new types of exposure. Here you will find strategies with different orientations, risk levels and drivers, so you can build a more balanced portfolio.
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 Global Active Value Fund
Read more: Being Global Active Value FundThe 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…
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Finserve Nordic Factoring Fund monthly report – May 2026
Read more: Finserve Nordic Factoring Fund månadsrapport – maj 2026Nordic Factoring Fund AB (publ) reports an increase of 0.45 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 Chelverton Thyra Fund – May 2026
Read more: Finserve Chelverton Thyra Fund – maj 2026May saw the Q1 earnings season continue, with many of our portfolio companies reporting. We continue to see numbers and management commentary that suggest that AI demand still far outstrips supply. Outside of the results, we also saw a number of compute deals that reflect the ongoing shortage – most notably when Anthropic signed a deal with xAI’s Colossus 1 data center. We have…
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Finserve Chelverton Global Technology Fund – May 2026
Read more: Finserve Chelverton Global Technology Fund – maj 2026May saw the Q1 earnings season continue, with many of our portfolio companies reporting. We continue to see numbers and management commentary that suggest that AI demand still far outstrips supply. Outside of the results, we also saw a number of compute deals that reflect the ongoing shortage – most notably when Anthropic signed a deal with xAI’s Colossus 1 data center. We have…
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Finserve Micro Cap Monthly Report – May 2026 – High company-specific risk enables deviant development
Read more: Finserve Micro Cap månadsrapport – maj 2026 – Hög bolagsspecifik risk möjliggör avvikande utvecklingAt the end of May, the NAV price for the fund's A class was 116.24. During the month, the A class rose by 6.82 %, which means an increase of 0.7 % since the beginning of the year. In a year's time, the fund is up 7.42 % and thus places itself in the top tier among 4 funds in the small and medium-sized companies category. New capital is allocated broadly…
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Exelity Monthly Report – May 2026
Read more: Exelity månadsrapport – maj 2026May was Exelity's best month since the fund's inception. The fund rose +10.1 % during the month, which means that the year's return after fees is now also +10.1 % for 2026. Since I took over management in the fall of 2023, the fund has delivered a total return of +86 %, corresponding to an average annual return of 26.2 %. Exelity thus continues to…
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Finserve Chelverton Global Technology Fund – April 2026
Read more: Finserve Chelverton Global Technology Fund – april 2026April and Q1 earnings season are in full swing and many of our portfolio companies have reported. In short, the numbers we see across the supply chain show that demand for AI continues to outpace supply. Most importantly, the numbers we see across hyperscalers (Microsoft, Google, Meta and Amazon – all owned) were rock solid, with accelerating growth, improving profitability and…
