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Elanders, Knowit and Bulten best in October
Carnegie Småbolagsfond

Elanders, Knowit and Bulten best in October

The Stockholm exchange fell back 5.9 percent in October, while the small caps index was weaker and lost 7.4 percent. Carnegie Småbolagsfond was down 6.1 percent. After a long period...

Viktor Henriksson 5 November 2020
Stillfront and Bufab deliver
Carnegie Småbolagsfond

Stillfront and Bufab deliver

The Stockholm exchange rose 4.5 percent in September. The small caps index rose 6.2 percent. Carnegie Småbolagsfond gained 6.4 percent. The focus shifted in September from listed companies’ quarterly reports...

Viktor Henriksson 5 October 2020
“Impressed by how companies have managed the situation”
Carnegie Småbolagsfond

“Impressed by how companies have managed the situation”

Nasdaq Stockholm rose 3.7 percent in August and the Small Cap index was up 5.2 percent. Carnegie Småbolagsfond increased by 6.8 percent. As usual, we saw the last mid-year reports...

Viktor Henriksson 4 September 2020
Strong report across the board
Carnegie Småbolagsfond

Strong report across the board

The Stockholm exchange rose 3.4 percent in July and the small cap index was up 7.6 percent. Carnegie Småbolagsfond gained 8.5 percent. As usual, July was influenced by the half-year...

Viktor Henriksson 6 August 2020
Bigger stakes in Knowit and Systemair
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...

Viktor Henriksson 6 July 2020
Bigger stakes in Nordic Entertainment Group and Peab
Carnegie Småbolagsfond

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...

Viktor Henriksson 8 June 2020
Staycation winner
Carnegie Småbolagsfond

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...

Viktor Henriksson 7 May 2020
Stillfront defies the merciless market
Carnegie Småbolagsfond

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...

Viktor Henriksson 7 April 2020
Winners from staying home
Carnegie Småbolagsfond

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...

Viktor Henriksson 6 March 2020
Stillfront deserves more
Carnegie Småbolagsfond

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...

Viktor Henriksson 10 February 2020
Bright future for undervalued Fenix
Carnegie Småbolagsfond

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...

Viktor Henriksson 9 January 2020
Breathtaking numbers from Stillfront
Carnegie Småbolagsfond

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...

Viktor Henriksson 5 December 2019
Dream deal for Nent
Carnegie Småbolagsfond

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...

Viktor Henriksson 6 November 2019
Strong month for construction-related
Carnegie Småbolagsfond

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,...

Viktor Henriksson 4 October 2019