2026 Q1 -tulosraportti
Vain PDF
93 päivää sitten
4,69 SEK/osake
Viimeisin osinko
5,03%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3.7.Retrieved from chat-gpt. Based on the development during Q2, it looks like Q2 2026 will be a significantly better quarter than Q1 for Brock Milton's performance-based revenues. My assessment is as follows: Fund Assessment of Q2 against benchmark index Probability of performance fee BMC Global Select Probably small outperformance High (70–90 %) BMC International (Ex USA) Appears to have beaten the index High (80–95 %) BMC Global Technology AI and tech stocks developed strongly during the quarter Very high (90 %+ ) BMC Global Small Cap Select Small caps recovered but harder to beat the index Moderate (40–60 %)
·10.2.I still think it was a decent report, with some one-offs in the cost base related to the IPO. Of course, it's not optimal that AUM isn't growing, but considering new funds and increased savings, it should be good going forward. Read the full analysis here: https://sparainvestera.substack.com/p/brock-milton-capital-arkitekternaThe problem last year is probably the funds' performance? Leading to outflow rather than inflow in the funds..- ·29.12.2025Why settle for mediocrity when you can own "Champions"? 🏆 Andreas Brock and Henrik Milton have become known for an almost fanatical pursuit of the world's best companies. But what does it really take to qualify for their portfolio? I have prepared a complete analysis of Brock Milton Capital and their investment philosophy. We break down: ✅ The "Champion" criteria: What distinguishes a good company from a world-class company? ✅ The process: From 10,000 companies to a concentrated portfolio of winners. ✅ The sectors: Why they opt out of "turnarounds" for structural growth. ✅ My verdict: Is the strategy worth a place in your portfolio? Read the full analysis here: https://sparainvestera.substack.com/p/brock-milton-capital-arkitekterna
·30.4.2025Anyone here who can help clarify? As I understand it, you buy into BMC as a company, which means you indirectly buy into their two underlying actively managed funds. If they do well, BMC does well and vice versa. Is this understood correctly?I hope this clarifies :) We say that their two funds manage just over 20 billion SEK and if they charge a management fee of 1%, this gives a net turnover in BMC (the company) of 200 million SEK (20 billion * 1%). If their funds perform well and the following year rise by 10%, they manage a total of 22 billion (all else being equal), which gives them 220 million SEK in net turnover. So the company's net turnover is controlled by their managers' assets in the funds, which can rise or fall partly due to performance in the fund between even if fund investors withdraw or deposit more money. The probability that people deposit money increases in and of itself if the fund outperforms the rest of the stock market or benchmark index.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
Vain PDF
93 päivää sitten
4,69 SEK/osake
Viimeisin osinko
5,03%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3.7.Retrieved from chat-gpt. Based on the development during Q2, it looks like Q2 2026 will be a significantly better quarter than Q1 for Brock Milton's performance-based revenues. My assessment is as follows: Fund Assessment of Q2 against benchmark index Probability of performance fee BMC Global Select Probably small outperformance High (70–90 %) BMC International (Ex USA) Appears to have beaten the index High (80–95 %) BMC Global Technology AI and tech stocks developed strongly during the quarter Very high (90 %+ ) BMC Global Small Cap Select Small caps recovered but harder to beat the index Moderate (40–60 %)
- ·10.2.I still think it was a decent report, with some one-offs in the cost base related to the IPO. Of course, it's not optimal that AUM isn't growing, but considering new funds and increased savings, it should be good going forward. Read the full analysis here: https://sparainvestera.substack.com/p/brock-milton-capital-arkitekternaThe problem last year is probably the funds' performance? Leading to outflow rather than inflow in the funds..
- ·29.12.2025Why settle for mediocrity when you can own "Champions"? 🏆 Andreas Brock and Henrik Milton have become known for an almost fanatical pursuit of the world's best companies. But what does it really take to qualify for their portfolio? I have prepared a complete analysis of Brock Milton Capital and their investment philosophy. We break down: ✅ The "Champion" criteria: What distinguishes a good company from a world-class company? ✅ The process: From 10,000 companies to a concentrated portfolio of winners. ✅ The sectors: Why they opt out of "turnarounds" for structural growth. ✅ My verdict: Is the strategy worth a place in your portfolio? Read the full analysis here: https://sparainvestera.substack.com/p/brock-milton-capital-arkitekterna
- ·30.4.2025Anyone here who can help clarify? As I understand it, you buy into BMC as a company, which means you indirectly buy into their two underlying actively managed funds. If they do well, BMC does well and vice versa. Is this understood correctly?I hope this clarifies :) We say that their two funds manage just over 20 billion SEK and if they charge a management fee of 1%, this gives a net turnover in BMC (the company) of 200 million SEK (20 billion * 1%). If their funds perform well and the following year rise by 10%, they manage a total of 22 billion (all else being equal), which gives them 220 million SEK in net turnover. So the company's net turnover is controlled by their managers' assets in the funds, which can rise or fall partly due to performance in the fund between even if fund investors withdraw or deposit more money. The probability that people deposit money increases in and of itself if the fund outperforms the rest of the stock market or benchmark index.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
93 päivää sitten
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
4,69 SEK/osake
Viimeisin osinko
5,03%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3.7.Retrieved from chat-gpt. Based on the development during Q2, it looks like Q2 2026 will be a significantly better quarter than Q1 for Brock Milton's performance-based revenues. My assessment is as follows: Fund Assessment of Q2 against benchmark index Probability of performance fee BMC Global Select Probably small outperformance High (70–90 %) BMC International (Ex USA) Appears to have beaten the index High (80–95 %) BMC Global Technology AI and tech stocks developed strongly during the quarter Very high (90 %+ ) BMC Global Small Cap Select Small caps recovered but harder to beat the index Moderate (40–60 %)
- ·10.2.I still think it was a decent report, with some one-offs in the cost base related to the IPO. Of course, it's not optimal that AUM isn't growing, but considering new funds and increased savings, it should be good going forward. Read the full analysis here: https://sparainvestera.substack.com/p/brock-milton-capital-arkitekternaThe problem last year is probably the funds' performance? Leading to outflow rather than inflow in the funds..
- ·29.12.2025Why settle for mediocrity when you can own "Champions"? 🏆 Andreas Brock and Henrik Milton have become known for an almost fanatical pursuit of the world's best companies. But what does it really take to qualify for their portfolio? I have prepared a complete analysis of Brock Milton Capital and their investment philosophy. We break down: ✅ The "Champion" criteria: What distinguishes a good company from a world-class company? ✅ The process: From 10,000 companies to a concentrated portfolio of winners. ✅ The sectors: Why they opt out of "turnarounds" for structural growth. ✅ My verdict: Is the strategy worth a place in your portfolio? Read the full analysis here: https://sparainvestera.substack.com/p/brock-milton-capital-arkitekterna
- ·30.4.2025Anyone here who can help clarify? As I understand it, you buy into BMC as a company, which means you indirectly buy into their two underlying actively managed funds. If they do well, BMC does well and vice versa. Is this understood correctly?I hope this clarifies :) We say that their two funds manage just over 20 billion SEK and if they charge a management fee of 1%, this gives a net turnover in BMC (the company) of 200 million SEK (20 billion * 1%). If their funds perform well and the following year rise by 10%, they manage a total of 22 billion (all else being equal), which gives them 220 million SEK in net turnover. So the company's net turnover is controlled by their managers' assets in the funds, which can rise or fall partly due to performance in the fund between even if fund investors withdraw or deposit more money. The probability that people deposit money increases in and of itself if the fund outperforms the rest of the stock market or benchmark index.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt