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Meriti Neutral monthly report – July 2025
Read more: Meriti Neutral månadsrapport – juli 2025Meriti Neutral share class B rose in value by +0.33 percent during July. The fund has thus generated positive returns during all seven months of the year…
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Finserve Chelverton Global Technology Fund – July 2025
Read more: Finserve Chelverton Global Technology Fund – juli 2025The second quarter earnings season began in July. We saw positive earnings updates from many of our portfolio companies, which contributed to the fund's positive performance. Perhaps…
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Finserve Chelverton Thyra Fund – July 2025
Read more: Finserve Chelverton Thyra Fund – juli 2025The second quarter earnings season began in July. We saw positive earnings updates from many of our portfolio companies, which contributed to the fund's positive performance. Perhaps…
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Exelity Monthly Report – June 2025
Read more: Exelity månadsrapport – juni 2025The month of June was characterized by strong stock market performance for small companies but a bit more quiet in the transaction market. When we sum up the month, the return after fees ended at…
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Finserve Chelverton Global Technology Fund – June 2025
Read more: Finserve Chelverton Global Technology Fund – juni 2025June was a strong month for the portfolio, up 10.8 % (return in SEK). In terms of performance, June is a quiet month, but one of our…
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Finserve Chelverton Thyra Fund – June 2025
Read more: Finserve Chelverton Thyra Fund – juni 2025June was a strong month for the portfolio, up 6.7% % (return in SEK). In terms of performance, June is a quiet month, but one of our…
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Meriti Neutral monthly report – June 2025
Read more: Meriti Neutral månadsrapport – juni 2025Meriti Neutral share class B rose in value by +0.14 percent during June. The fund has thus generated positive returns during all months of the year and…
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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...
