Partner Letters

Three-year track record - April 2025

Pontus Dackmo 5/5/25 Pontus Dackmo 5/5/25

Three-year track record - April 2025

Partner Letter

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Remaining Vigilant - March 2025

Pontus Dackmo 4/1/25 Pontus Dackmo 4/1/25

Remaining Vigilant - March 2025

Partner Letter

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Introducing Aktiesparfonden (the Equity Savings Fund) - February 2025

Pontus Dackmo 3/3/25 Pontus Dackmo 3/3/25

Introducing Aktiesparfonden (the Equity Savings Fund) - February 2025

Partner Letter

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Divine Discontent - January 2025

Pontus Dackmo 2/2/25 Pontus Dackmo 2/2/25

Divine Discontent - January 2025

Partner Letter

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Inertia, oligopolies and rent-seeking - December 2024

Pontus Dackmo 1/7/25 Pontus Dackmo 1/7/25

Inertia, oligopolies and rent-seeking - December 2024

Partner Letter

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Wisdom of crowds or mass hysteria? - November 2024

Pontus Dackmo 12/2/24 Pontus Dackmo 12/2/24

Wisdom of crowds or mass hysteria? - November 2024

Partner Letter

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The Art of Being Wrong - October 2024

Pontus Dackmo 11/4/24 Pontus Dackmo 11/4/24

The Art of Being Wrong - October 2024

Partner Letter

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Conspiracy of Silence - September 2024

Pontus Dackmo 10/1/24 Pontus Dackmo 10/1/24

Conspiracy of Silence - September 2024

Partner Letter

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The Thing That Just Needs To Work - August 2024

Pontus Dackmo 9/2/24 Pontus Dackmo 9/2/24

The Thing That Just Needs To Work - August 2024

Partner Letter

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Passive Aggressive - July 2024

Pontus Dackmo 8/1/24 Pontus Dackmo 8/1/24

Passive Aggressive - July 2024

Partner Letter

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Fund Manager for Fund Managers - June 2024

Pontus Dackmo 7/1/24 Pontus Dackmo 7/1/24

Fund Manager for Fund Managers - June 2024

Partner Letter

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Beating the Street - May 2024

Pontus Dackmo 6/3/24 Pontus Dackmo 6/3/24

Beating the Street - May 2024

Partner Letter

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