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  • Funds

    Equity funds

    • Finserve Global Security Fund
    • Finserve Micro Cap Fund
    • Meriti Ekorren Global
    • Finserve Chelverton Global Tech Fund
    • Being and Investment Active Value A

    Credit & Interest funds

    • Finserve Nordic Factoring Fund
    • Finserve Nordic Factoring Fund LUX

    Hedge funds

    • ORCA Hedge Fund
    • Meriti Neutral
    • Finserve Chelverton Thyra Fund

    Mixed funds

    • Exelity
  • Invest
    • Advisor
    • Institutions
    • Private individuals
    • Important information
    • Reports, forms & documents
  • Durability
  • About us
  • Marlon Värnik
    Exelity

    Exelity Monthly Report – January 2024

    After a strong 2023 with a net return of 27%, Exelity weathers the general stock market decline in January well, ending the first month of the year with…

    Read more: Exelity månadsrapport – januari 2024
  • Emilio Dauvin
    Being and Investment Active Value

    Being and Investment Active Value Monthly Report – January 2024

    The first month ended on a yield of 0.7%, after fees, after a 2023 yielding 23% and a 2022 yielding ~8% after…

    Read more: Being and Investment Active Value månadsrapport – januari 2024
  • joakim stenberg
    Finserve Micro Cap

    Finserve Micro Cap Monthly Report – January 2024

    In January, we experienced both downs and ups. The month opened with a decline, but the fund's structure ensured robust resilience against these downturns.…

    Read more: Finserve Micro Cap månadsrapport – januari 2024
  • Global Security Fund, Article

    Third Swede ever in space – Exciting future prospects for the space industry in 2024

    Exciting future prospects for the space industry in 2024 Last night, the Falcon 9 rocket lifted off with the Dragon space capsule and four astronauts. Among them was a radiantly happy Marcus...

    Read more: Tredje svensken någonsin i rymden – Spännande framtidsutsikter för rymdindustrin 2024
  • Marlon Värnik
    Exelity, News

    Exelity's manager Marlon Värnik in DITV Börsmorgon

    Exelity's manager Marlon Värnik gives his view on the stock exchange climate in general and Fortnox and Evolution in particular in DITV Börsmorgon. Market morning 12 January…

    Read more: Exelitys förvaltare Marlon Värnik i DITV Börsmorgon
  • joakim stenberg
    Finserve Micro Cap

    Finserve Micro Cap Monthly Report – December 2023

    A good start for the fund and a strong finish for small caps The fund had its first NAV on December 11 and returned 5.05 %…

    Read more: Finserve Micro Cap månadsrapport – december 2023
  • Emilio Dauvin
    Being and Investment Active Value

    Being and Investment Active Value Monthly Report – December 2023

    It was an eventful year for our fund which resulted in a return of 23% in SEK for the full year 2023, after fees, despite…

    Read more: Being and Investment Active Value månadsrapport – december 2023
    • a closet filled with lots of different types of shirts

      Article, Finserve Micro Cap

      What is a small company? We clarify the concept.

      When we talk about small companies, there are different definitions depending on who you ask. The fund industry and the Stockholm Stock Exchange have different ways of categorizing companies...

      Read more: Vad är ett småbolag? Vi reder ut begreppet.

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Business

  • About us
  • Durability
  • News

Invest

  • Advisor
  • Institutions
  • Private individuals
  • Important information
  • Reports, forms & documents

Equity funds

  • Finserve Global Security Fund
  • Finserve Micro Cap Fund
  • Meriti Ekorren Global
  • Finserve Chelverton Global Tech Fund
  • Being and Investment Active Value A

Credit & Interest funds

  • Finserve Nordic Factoring Fund
  • Finserve Nordic Factoring Fund LUX

Hedge funds

  • ORCA Hedge Fund
  • Meriti Neutral
  • Finserve Chelverton Thyra Fund

Mixed funds

  • Exelity

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