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CF Insights: Carnegie Småbolagsfond

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GHP out and Enea in
Carnegie Småbolagsfond

GHP out and Enea in

A bid was placed this month for GHP International, one of the smaller holdings in the portfolio. We sold the shares almost at the bid level, and instead Enea was...

Mattias Montgomery 5 April 2022
G5 and Fortinova new holdings in November
Carnegie Småbolagsfond

G5 and Fortinova new holdings in November

G5 was added as a new holding this month. This is a game developer that focuses on women 35+ and that has a strength in match-3 games and hidden objects....

Mattias Montgomery 6 December 2021
Humble – a new holding
Carnegie Småbolagsfond

Humble – a new holding

The fund adopted Humble as a new holding this month. We believe its acquisitions help to reduce the risk of any individual product or category falling away, without missing out...

Mattias Montgomery 6 October 2021
Real estate companies we like: Diös, Stendörren and Amasten
Carnegie Småbolagsfond

Real estate companies we like: Diös, Stendörren and Amasten

2021 has been a strong year for real estate. It is tough to identify companies in the sector that can continue to deliver cash flow growth without bearing high risk...

Mattias Montgomery 3 September 2021
Three winning small caps: Bufab, Mildef and Beijer Alma
Carnegie Småbolagsfond

Three winning small caps: Bufab, Mildef and Beijer Alma

July was a strong month for small caps in general, with the CSXR index up 8.8 percent. This means that small companies are now catching up with their larger counterparts,...

Mattias Montgomery 11 August 2021
The fund participated in two IPOs
Carnegie Småbolagsfond

The fund participated in two IPOs

Of the 68 IPOs that took place in Sweden alone during the first half of the year, we have found it tough to identify really undervalued and good cases until...

Mattias Montgomery 5 July 2021
IPOs galore
Carnegie Småbolagsfond

IPOs galore

There are IPOs galore as many owners see their chance to sell companies onto a record-high stock exchange with a strong risk appetite. We continue to be selective. In order...

Mattias Montgomery 4 June 2021
Four reasons why Amasten is undervalued
Carnegie Småbolagsfond

Four reasons why Amasten is undervalued

Some companies were added and some removed this month. Hexpol is a new holding where we see potential on multiple time horizons. To begin with, we see depressed expectations for...

Mattias Montgomery 7 May 2021
New chapter for Ratos
Carnegie Småbolagsfond

New chapter for Ratos

At the end of the month, the fund took in Ratos as one of its largest holdings. We believe the market has entirely forgotten this company, which ten years ago...

Mattias Montgomery 6 April 2021
New holdings: Ambea, Academedia and MTG
Carnegie Småbolagsfond

New holdings: Ambea, Academedia and MTG

The Stockholm stock exchange continued its strong start to the year with a rise of 3.0 percent in February. The small cap index was a little stronger with a gain...

Mattias Montgomery 3 March 2021
New holdings in NCAB, Nobina and Inzile
Carnegie Småbolagsfond

New holdings in NCAB, Nobina and Inzile

The Stockholm exchange began the year with a January rise of 4.0 percent. The small cap index was weaker, with a dip of 1.4 percent. Carnegie Småbolagsfond fell 2.1 percent....

Mattias Montgomery 3 February 2021
Mattias Montgomery takes over Carnegie Småbolagsfond
Carnegie Småbolagsfond

Mattias Montgomery takes over Carnegie Småbolagsfond

Intense analysis based on long-term scenarios. This is the recipe that Mattias Montgomery brings with him as the new fund manager for Carnegie Småbolagsfond. Viktor Henriksson has managed Carnegie Småbolagsfond...

Erik Amcoff 26 January 2021
Focus: Nordic Waterproofing, Concentric and Systemair
Carnegie Småbolagsfond

Focus: Nordic Waterproofing, Concentric and Systemair

The Stockholm stock exchange ended the year with a December gain of 1.3 percent. The small caps index was even stronger, with a rise of 5.1 percent. Carnegie Småbolagsfond was...

Viktor Henriksson 7 January 2021
Nent bests its own ambitious targets
Carnegie Småbolagsfond

Nent bests its own ambitious targets

The Stockholm exchange was very strong, with an increase of 11.4 percent in November. The small caps index was almost as buoyant, with a gain of 11.3 percent. Carnegie Småbolagsfond...

Viktor Henriksson 3 December 2020