{"id":9307,"date":"2026-08-10T11:31:21","date_gmt":"2026-08-10T09:31:21","guid":{"rendered":"https:\/\/finserve.se\/?p=9307"},"modified":"2026-08-10T11:31:21","modified_gmt":"2026-08-10T09:31:21","slug":"exelity-monthly-report-july-2026","status":"publish","type":"post","link":"https:\/\/finserve.se\/en\/exelity-manadsrapport-juli-2026\/","title":{"rendered":"Exelity monthly report \u2013 July 2026"},"content":{"rendered":"<p class=\"wp-block-paragraph\">As usual, July is the quietest month of the year for Exelity. Trading activity is virtually non-existent whilst large sections of the market are on holiday, and this year was no exception. Despite this, we ended the month on a stable note at +0.3 %. This is a strong performance for July, given that most Swedish large- and small-cap indices recorded losses during the period. The fund is therefore at +6.2 % for the full year 2026.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Since I took over management in autumn 2023, Exelity has delivered an average annual return (CAGR) of approximately 25 %, which corresponds to a total return of around +80 %. I am delighted that we continue to outperform comparable indices, similar funds and other Swedish small- and micro-cap funds \u2013 both in the short and long term. Exelity continues to be \u201dbest in class\u201d regardless of the benchmarks used.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">During the month, I took part in the Market Makers summer podcast. The interview has generated a lot of interest, not least regarding our view on Evolution and how the company potentially operates in the Asian market. It is a good example of how we work: we dig deep, look for what others miss and thereby create alpha for you, the unitholders. The full interview is available to listen to here:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-acast wp-block-embed-acast\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" title=\"#442 Summer with Marlon\" src=\"https:\/\/embed.acast.com\/$\/20cab95c-8102-4328-b9f1-c9c841eab5c4\/6a6125794fac21e67f5198de?#?secret=7P8HntISgI\" data-secret=\"7P8HntISgI\" frameborder=\"0\" width=\"700\" height=\"250\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">At the same time, we note a continued strong interest in the fund. Unlike many other small cap funds, Exelity has had stable inflows over the past three years \u2013 something we are very proud of.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On the stock page, movements were small, but a few holdings stood out positively:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Atlas Copco contributed +0.3 % to NAV<\/li>\n\n\n\n<li>BTS Group contributed +0.6 %<\/li>\n\n\n\n<li>Seaweed was the month\u2019s strongest contributor, up 1.2 %<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">T\u00e5ngen, which we have held previously and built up our position in both at the IPO and in subsequent trading, is now one of our top five holdings and accounts for approximately 7 % of the portfolio.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We are now looking forward to a considerably more active August and an intense autumn, just as the historical pattern usually looks. Activity will increase and we are well positioned to take advantage of the opportunities that open up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Thank you for your continued trust.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/factsheets.fundpeak.com\/Report\/4261F692BC92669B923C9273B45850F8CB5B2C6EBA31B8F226DADFBFB511CC9CB332BC88F68A3C69\" target=\"_blank\" rel=\"noreferrer noopener\">See monthly text with statistics<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>Juli \u00e4r som vanligt den lugnaste m\u00e5naden p\u00e5 \u00e5ret f\u00f6r Exelity. Transaktionsaktiviteten \u00e4r n\u00e4stan obefintlig n\u00e4r stora delar av marknaden tar semester, och s\u00e5 var det \u00e4ven i \u00e5r. Trots det st\u00e4nger vi m\u00e5naden stabilt p\u00e5 +0,3 %. Det \u00e4r en stark juli m\u00e5nad, givet att de flesta svenska stor- och sm\u00e5bolagsindex noterades ned under [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":7343,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"view_count":"3593","footnotes":""},"categories":[33],"tags":[],"class_list":["post-9307","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-exelity"],"_links":{"self":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts\/9307","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=9307"}],"version-history":[{"count":2,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts\/9307\/revisions"}],"predecessor-version":[{"id":9317,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts\/9307\/revisions\/9317"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/media\/7343"}],"wp:attachment":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/media?parent=9307"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/categories?post=9307"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/tags?post=9307"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}