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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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…
Global Security Fund rose 3.19 % in April and is up 20.07 % since the beginning of the year. Stock markets recovered after the month's initial decline, but the trade conflict between the US and China continues to keep risk premiums high despite a 90-day pause in the tariff war. The global security situation continued to be characterized by several parallel conflicts. In Ukraine, intense fighting is ongoing around Pokrovsk…
April 2025 – The smallest companies have more company risk than market risk The NAV price for the fund's A class was 103.14 in April. The fund's A class rose by 3.39% in April and has been around 8 percentage points better than the fund's reference index OMX Small Cap GI since its inception in December 2023. Market April showed a clear difference between small and large…
Nordic Factoring Fund AB (publ) reports a NAV price for March of 101.7, an increase of 0.43 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,…
April was dominated by the tariff news feed – and at times we experienced volatility not seen in decades. At the beginning of the month, Trump tariffs were announced that were much higher than we or the market expected, and the market understandably attributed a much higher probability to the worst-case stagflation/recession scenario. The 90-day pause in reciprocal tariffs (also…
April was dominated by the tariff news feed – and at times we experienced volatility not seen in decades. At the beginning of the month, Trump tariffs were announced that were much higher than we or the market expected, and the market understandably attributed a much higher probability to the worst-case stagflation/recession scenario. The 90-day pause in reciprocal tariffs (also…
Meriti Neutral share class B rose by +1.03 percent in value during April and the fund has thus risen by +2.70 percent during 2025. Since the strategy's pro forma start on 30 June 2010, it has returned +213.4 percent, while the correlation to the Swedish stock market has been 0.11. The markets were very volatile in April, as the consequences of US trade policy affected…