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A new holding
Carnegie Strategy Fund

A new holding

The Carnegie Strategy Fund has gained an unusually large number of new unitholders in recent months. I would like to wish you all welcome! I hope that the interest in...

John Strömgren 2 October 2016
The calm before the storm?
Carnegie Strategy Fund

The calm before the storm?

Equity prices are rising despite falling corporate profits. John Strömgren, manager of Carnegie Strategy Fund, explains why in his fund manager comments. August was a good month for Carnegie Strategy...

John Strömgren 4 September 2016
Attractive discount in Investor
Carnegie Strategy Fund

Attractive discount in Investor

Despite a series of dramatic and tragic recent events, we saw gains for both equities and bonds, and Carnegie Strategy Fund, which invests in both these asset classes, rose 3.9...

John Strömgren 4 August 2016
Timing is easy with hindsight
Carnegie Strategy Fund

Timing is easy with hindsight

June was a turbulent month, but attempting to time reallocations would hardly have helped, writes John Strömgren, manager of the Carnegie Strategy Fund. NCC is a new fund holding. As...

John Strömgren 3 July 2016
An unexpectedly weak month
Carnegie Strategy Fund

An unexpectedly weak month

The US Federal Reserve came into play and raised its policy rate for the first time since the financial crisis. The markets were well prepared, so the dollar fell and...

John Strömgren 2 January 2016