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An 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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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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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…
Geopolitics 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…
Nordic 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,…
Another 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…
Another 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…
Despite 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…
Tough 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)…