Tunnusluvut
Juoksevat kulut
1,50%Omaisuusluokka
OsakeKategoria
Pohjoismaat pien-/keskikok. yhtiöt osakkeetPerusvaluutta
SEKLainoitusaste
80%Avaintietoasiakirja
The Fund is an equity fund focused on Nordic technology companies whose products and/or services are characterized by a high degree of technological content and companies whose business is characterized by a high degree of research and development, for their own or someone else’s account. The aim of the Fund is to, through the approach described above, over a long term, at least five years, deliver a higher return than its benchmark, VINX Small Cap Net.
Vastaavan tyyppisiä rahastoja
Omistukset
Jakauma
- Osakkeet96,8%
- Lyhyt korko3,3%
Asiakkaat katsoivat myös
Foorumi
- ·5.7.It's absolutely incredible how abysmal the fund managers are at identifying companies. Do they have any tools whatsoever to help them? Do they choose based on tea leaves? The chairman's star sign? What honed at the end of 2021? Down almost 60% in five years in a sector that has otherwise performed well.
- ·2.6. · MuokattuIt is almost impressive how poorly the managers of this fund have performed. How does one manage to pick a diversified portfolio of 30 companies that over a period of 6 years yields a negative return? The worst part is that the managers still get their millions, year after year. It should be illegal to charge a fee of 1.5% while destroying value for their customers year after year. I hope for everyone's sake that the fund will turn around soon, but I wouldn't hope for too much. The fund has approximately 9% of its value in Sectra, a hyped medtech company that sells for 100x last year's profit. In second place, one finds Biogaia, a biotech company that sells at approximately 40x last year's profit. Paradox in third place which doesn't look too bad, approximately 20x free cash flow, but in fourth place one finds Xvivo Perfusion, a medtech company that does not make any significant profit, but which sells at 10x revenue. Unfortunately, it feels like the managers' successes in their first fund gave them false signals about what works. They never learned to actually value companies.
- ·5.5.My God, what a bad return. How is that even possible? It's usually good to check which stocks they have in their portfolio 😅
Uutiset
Tunnusluvut
Juoksevat kulut
1,50%Omaisuusluokka
OsakeKategoria
Pohjoismaat pien-/keskikok. yhtiöt osakkeetPerusvaluutta
SEKLainoitusaste
80%Avaintietoasiakirja
The Fund is an equity fund focused on Nordic technology companies whose products and/or services are characterized by a high degree of technological content and companies whose business is characterized by a high degree of research and development, for their own or someone else’s account. The aim of the Fund is to, through the approach described above, over a long term, at least five years, deliver a higher return than its benchmark, VINX Small Cap Net.
Vastaavan tyyppisiä rahastoja
Uutiset
Omistukset
Jakauma
- Osakkeet96,8%
- Lyhyt korko3,3%
Asiakkaat katsoivat myös
Foorumi
- ·5.7.It's absolutely incredible how abysmal the fund managers are at identifying companies. Do they have any tools whatsoever to help them? Do they choose based on tea leaves? The chairman's star sign? What honed at the end of 2021? Down almost 60% in five years in a sector that has otherwise performed well.
- ·2.6. · MuokattuIt is almost impressive how poorly the managers of this fund have performed. How does one manage to pick a diversified portfolio of 30 companies that over a period of 6 years yields a negative return? The worst part is that the managers still get their millions, year after year. It should be illegal to charge a fee of 1.5% while destroying value for their customers year after year. I hope for everyone's sake that the fund will turn around soon, but I wouldn't hope for too much. The fund has approximately 9% of its value in Sectra, a hyped medtech company that sells for 100x last year's profit. In second place, one finds Biogaia, a biotech company that sells at approximately 40x last year's profit. Paradox in third place which doesn't look too bad, approximately 20x free cash flow, but in fourth place one finds Xvivo Perfusion, a medtech company that does not make any significant profit, but which sells at 10x revenue. Unfortunately, it feels like the managers' successes in their first fund gave them false signals about what works. They never learned to actually value companies.
- ·5.5.My God, what a bad return. How is that even possible? It's usually good to check which stocks they have in their portfolio 😅
Tunnusluvut
Juoksevat kulut
1,50%Omaisuusluokka
OsakeKategoria
Pohjoismaat pien-/keskikok. yhtiöt osakkeetPerusvaluutta
SEKLainoitusaste
80%Avaintietoasiakirja
The Fund is an equity fund focused on Nordic technology companies whose products and/or services are characterized by a high degree of technological content and companies whose business is characterized by a high degree of research and development, for their own or someone else’s account. The aim of the Fund is to, through the approach described above, over a long term, at least five years, deliver a higher return than its benchmark, VINX Small Cap Net.
Vastaavan tyyppisiä rahastoja
Uutiset
Foorumi
- ·5.7.It's absolutely incredible how abysmal the fund managers are at identifying companies. Do they have any tools whatsoever to help them? Do they choose based on tea leaves? The chairman's star sign? What honed at the end of 2021? Down almost 60% in five years in a sector that has otherwise performed well.
- ·2.6. · MuokattuIt is almost impressive how poorly the managers of this fund have performed. How does one manage to pick a diversified portfolio of 30 companies that over a period of 6 years yields a negative return? The worst part is that the managers still get their millions, year after year. It should be illegal to charge a fee of 1.5% while destroying value for their customers year after year. I hope for everyone's sake that the fund will turn around soon, but I wouldn't hope for too much. The fund has approximately 9% of its value in Sectra, a hyped medtech company that sells for 100x last year's profit. In second place, one finds Biogaia, a biotech company that sells at approximately 40x last year's profit. Paradox in third place which doesn't look too bad, approximately 20x free cash flow, but in fourth place one finds Xvivo Perfusion, a medtech company that does not make any significant profit, but which sells at 10x revenue. Unfortunately, it feels like the managers' successes in their first fund gave them false signals about what works. They never learned to actually value companies.
- ·5.5.My God, what a bad return. How is that even possible? It's usually good to check which stocks they have in their portfolio 😅
Omistukset
Jakauma
- Osakkeet96,8%
- Lyhyt korko3,3%




