The fund blog: Carnegie Småbolagsfond
Bigger stakes in Knowit and Systemair
The Stockholm exchange rose 2.4 percent in June, as did the small cap index. Carnegie Småbolagsfond rose 3.6 percent. We have upped our stake in Knowit. This IT consultant has...
Bigger stakes in Nordic Entertainment Group and Peab
The Stockholm exchange rose 5.5 percent in May. The small cap index rose 8.9 percent. Carnegie Småbolagsfond rose 6.2 percent. We have increased our holding in Nordic Entertainment Group. May...
Staycation winner
Dometic was the fund’s best holding in April, with a gain of 48 percent. We upped our stake after the March slump, and it still has some way to go...
Stillfront defies the merciless market
Carnegie Småbolagsfond fell 20.8 percent in March. Stillfront, the fund’s largest holding, did well against the stock market crash and rose 5.1 percent. We do not yet know how the...
Winners from staying home
The stock market slide has been widespread and, broad brush, both sectors and individual stocks have fallen equally far. This makes it smart to seek out stocks with a good...
Stillfront deserves more
Carnegie Småbolagsfond rose 1.5 percent in January. Stillfront was this month’s best holding, with a gain of 27 percent. Stillfront continues its successful combination of strong organic growth and value-adding...
Bright future for undervalued Fenix
The Stockholm stock exchange rose 3.5 percent in December and Carnegie Småbolagsfond was up 5.9 percent. Fenix Outdoor, which owns the important Fjällräven brand, was the month’s most positive contributor...
Breathtaking numbers from Stillfront
The Stockholm exchange rose 2.0% in November, and the small cap index by a somewhat stronger 4.2%. Carnegie Småbolagsfond rose 5.6%. Stillfront contributed most to the fund in November, with...
Dream deal for Nent
Carnegie Småbolagsfond rose 0,2%. The good news this month was Nordic Entertainment, Nent, with its share price up 19%. It pulled off something of a dream deal by merging Viasat...
Strong month for construction-related
Carnegie Småbolagsfond rose 0.4 percent. The National Institute of Economic Research’s September survey shows the construction market standing out with a strong confidence indicator in otherwise rather weak reading. Moreover,...
Values – Carnegie Fonder’s Sustainability Report
Focus is increasingly on sustainability. The concerns are rarely new to Carnegie Fonder because it has always been important to us to invest in companies for the long term and...
Best holding this month: Stillfront
The stock market was down in August. The Stockholm exchange fell 1.2% and the small caps index was down 0.9%. Carnegie Småbolagsfond rose 2.3%. Stillfront was the best holding for...
Desperate search for yield
With the equity market dominated by interim reports, Carnegie Småbolagsfond lost 0.7 percent this month. The fund’s real estate exposure was again pleasing, with Hufvudstaden, Fabege and AtriumLjungberg all listing...
Finally, a successful sale for BillerudKorsnäs
June saw good risk appetite and rising stock prices, mainly on hopes of US interest rate cuts and an ebbing trade war. BillerudKorsnäs rose 9%. It finally made the anticipated...