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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…
Despite yesterday's strong gains, the European defense stock markets continue to show positive development. According to manager Joakim Agerback, the lack of profit taking is a significant sign of strength, while he believes that a natural consolidation phase may be imminent. Read the full analysis in Dagens Industri to learn about the implications and possible investment scenarios going forward. https://www.di.se/nyheter/forvaltaren-efter-forsvarsrallyt-utebliven-vinsthemtagning-ett-styrketecken/ (paywall)
During January, the equity leg developed particularly well, with strong optimism overall in the stock market. This lifted the development for the fund, which closed January at +3.8% for the month. The stock market in general also performed strongly, especially the large-cap index. It bears repeating that given Exelity's structure with bridge loans and guarantees, there is no relevant benchmark that matches Exelity's…
Nordic Factoring Fund AB (publ) reports a NAV price for January of 100.41, an increase of 0.41 percentage points compared to the previous month. The fund has a volatility of 0.3% and a measured annual Sharpe ratio of 12.43. Investing in Finserve Nordic Factoring Fund gives investors access to a well-diversified portfolio of over 1000 credit counterparties with high credit ratings…
The year has started with volatility for the stock markets. Initially, the volatility was driven by different expectations about how Trump would implement his planned tariffs, i.e. which markets would be affected and what this would mean for inflation and interest rates. At the end of the month, volatility increased further, especially in the technology sector, when Chinese DeepSeek released a new AI…
The year has started with volatility for the stock markets. Initially, the volatility was driven by different expectations about how Trump would implement his planned tariffs, i.e. which markets would be affected and what this would mean for inflation and interest rates. At the end of the month, volatility increased further, especially in the technology sector, when Chinese DeepSeek released a new AI…
Meriti Ekorren Global share class B rose by +3.21% during January and the fund's increase in value since the fund's launch on December 4, 2023, the increase in value thus amounts to +37.7 percent, a result that is +3.4 percentage points stronger than the fund's benchmark index. The financial markets have started 2025 positively, but volatility has been high at times. The AI threat from China's DeepSeek and President Trump's promise…