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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.
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Finserve Global Defense & Security Fund”>
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Finserve Global Defense & Security Fund
Read more: Finserve Global Defence & Security FundFinserve Global Defence & Security Fund is an actively managed equity fund with global exposure and a focus on defence, cybersecurity and space. The fund aims…
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Finserve Micro Cap Fund”>
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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”>
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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”>
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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”>
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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”>
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”>
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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”>
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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”>
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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”>
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”>
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”>
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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Finserve Avenue”>
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Finserve Avenue
Read more: Finserve AvenueThe fund is a special fund that invests in transferable securities, fund units, derivative instruments, money market instruments and in accounts with credit institutions. The fund intends to generate returns through diversified…
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Exelity”>
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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 Global Security Fund Monthly Report – June 2026
Read more: Finserve Global Security Fund månadsrapport – juni 2026Space in focus after historic listing Finserve Global Defence & Security Fund fell by 8,50% during June. The month was characterized by increased volatility, clear sector rotation and large capital flows between different segments. Both the defence and space sectors developed weakly during the month, although the long-term fundamental drivers are, in our opinion, intact. Expectations of increased defence investments ahead of the NATO summit are positive and we have also seen a recovery for the defence sector in the early…
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Finserve Chelverton Global Technology Fund – June 2026
Read more: Finserve Chelverton Global Technology Fund – juni 2026June was another busy month for tech news – the latest quarterly reports were published, new models were launched and new compute deals were signed. The most prominent positive event for us from a portfolio perspective in June was Micron’s quarterly report. First, a gross margin of 86 % was forecast for the next quarter – an extraordinary result and a…
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Finserve Chelverton Thyra Fund – June 2026
Read more: Finserve Chelverton Thyra Fund – juni 2026June was another busy month for tech news – the latest quarterly reports were presented, new models were launched and new compute deals were signed. The most positive event for us from a portfolio perspective in June was Micron’s quarterly report. First, the company forecast a gross margin of 86% for the next quarter – an almost extraordinary…
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Finserve Nordic Factoring Fund monthly report – June 2026
Read more: Finserve Nordic Factoring Fund månadsrapport – juni 2026Nordic Factoring Fund AB (publ) reports an increase of 0.46 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 Micro Cap Monthly Report – June 2026 – Smallest companies continue to underperform but several holdings are developing strongly
Read more: Finserve Micro Cap månadsrapport – juni 2026 – Minsta bolagen fortsätter att underprestera men flera innehav utvecklas starktAt the end of June, the NAV price for the fund's A class was 107.4. During the month, the A class fell by 7.45 %, which means a return of -6.83 % since the beginning of the year. On a rolling twelve-month basis, the return amounts to -6.81 %, while the fund has risen 7.40 % since its inception. June saw a wait-and-see market June was characterized by a continued…
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Keep an eye on Europe after the American space rush on the stock market
Read more: Håll ögonen på Europa efter amerikansk rymd-rusch på börsenSpaceX, the largest IPO in history, is drawing significant capital and attention to an industry that has long been built in silence. The signal value is great and Finserve Global Defence & Security Fund, which has invested in the sector since the fund's launch in 2019, sees the start of a new global era that encompasses broad sectors of society, extending beyond individual companies. It is in conflicts and wars that space technology has advanced its positions in the past two years. Both…
