{"id":7677,"date":"2024-11-15T15:27:37","date_gmt":"2024-11-15T13:27:37","guid":{"rendered":"https:\/\/finserve.se\/?p=7677"},"modified":"2024-11-15T15:27:38","modified_gmt":"2024-11-15T13:27:38","slug":"thyra-hedge-fund-october-2024","status":"publish","type":"post","link":"https:\/\/finserve.se\/en\/thyra-hedge-fund-oktober-2024\/","title":{"rendered":"Thyra Hedge Fund \u2013 October 2024"},"content":{"rendered":"<p class=\"wp-block-paragraph\">October was a month that started strong for global equities but still ended slightly lower in most markets. Our GP Bullhound Thyra Hedge fund rose by 3.41 % on the month, also helped by the stronger USD. News flow in the technology sector continued to be mixed, with AI very strong. Jensen Huang, CEO of Nvidia, stated that demand clearly exceeds supply for their new GPU Blackwell. The entire AI supply chain was very strong, while consumer spending on smartphones such as the new Apple iPhone 16 was muted. In addition to this, demand for PCs also appears to have been weak.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Corporate investment remains stable in the technology sector but with a clear focus on AI, while other areas are clearly weaker and are being prioritized by companies. We have not made any major changes to the portfolio ahead of November, but we will be quite active during the reporting season to scale up and down holdings in the portfolio, in order to manage risk and optimize returns.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We have also recently witnessed Trump becoming President of the United States again, and we will need to adjust our thinking around this event.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/finserve.se\/wp-content\/uploads\/2024\/09\/GP-Bullhound-Thyra-Hedge-August-2024.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Read more in PDF<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Oktober var en m\u00e5nad som b\u00f6rjade starkt f\u00f6r globala aktier men som \u00e4nd\u00e5 avslutades n\u00e5got ned\u00e5t p\u00e5 de flesta marknader. V\u00e5r GP Bullhound Thyra Hedge-fond steg med 3,41 % under m\u00e5naden, ocks\u00e5 hj\u00e4lpt av den starkare USD. Nyhetsfl\u00f6det inom tekniksektorn fortsatte att vara blandat, d\u00e4r AI var mycket starkt. Jensen Huang, VD f\u00f6r Nvidia, uttalade [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":7359,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"view_count":"1138","footnotes":""},"categories":[29],"tags":[],"class_list":["post-7677","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thyra-fund"],"_links":{"self":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts\/7677","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/comments?post=7677"}],"version-history":[{"count":0,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts\/7677\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/media\/7359"}],"wp:attachment":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/media?parent=7677"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/categories?post=7677"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/tags?post=7677"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}