All our funds


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Finserve 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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A 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 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 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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The 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 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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The 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 is a concentrated equity-based long/short UCITS fund with a global focus primarily in the technology sector.

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Nordic 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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A 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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The 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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The 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 is a fund that combines investments in shares and what we call financial transactions. The aim is to give the investor a well-balanced…
An overreaction to hopeless peace talks pressured defense stocks in November Defense stocks fell sharply in November, mainly driven by a market reaction to peace talks that quickly proved to lack substance. At the same time, the global stock market was characterized by increasing concerns about long-term profitability in the AI sector, which led to high volatility and profit-taking in several of the year's strongest sectors, including…
Will the recovery for the smallest come in 2026? At the end of November, the NAV price for the fund's A class was 112.32. During the month, the A class fell by 3.16 % and is up 4.40 % since the beginning of the year. Since its inception in December 2023, the fund has outperformed its reference index, OMX Small Cap GI, by approximately 5.05 percentage points. The fund has a broad portfolio with more…
Nordic Factoring Fund AB (publ) reports an increase of 0.63 percentage points compared to the previous month.Investing in Finserve Nordic Factoring Fund gives investors access to a well-diversified portfolio of over 1,000 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…
In November, the third quarter earnings season continued with continued positive fundamentals: among our largest holdings, AMD and Nvidia reported strong results, both exceeding expectations and significantly outperforming the market forecast. Both are benefiting significantly from AI demand – AMD benefits from the fact that AI computing also requires much more CPU compute in addition to GPUs; and…
In November, the third quarter earnings season continued with continued positive fundamentals: among our largest holdings, AMD and Nvidia reported strong results, beating expectations and significantly outperforming the market forecast. Both are benefiting significantly from AI demand – AMD benefits from the fact that AI computing also requires much more CPU compute in addition to GPUs; and Nvidia…
November was undoubtedly a tough month for Swedish small companies – but when we look up, we see that Exelity continues to deliver. Despite a sour stock market climate where OMX Small Cap fell -2.8 % and First North fell -5.3 %, we are up a whopping +11.8 % so far this year. This means that we not only…