The fund blog: 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...
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...
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...
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...
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...