Kavaljer Quality Focus gained 2.1% in October, beating Stockholm and small-cap indices
Kavaljer Quality Focus rose 2.1% in October 2026, versus 0.8% for the Stockholm exchange and small-cap index, according to TradingView.
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what happened
The Kavaljer Quality Focus fund rose 2.1% in October 2026. By comparison, the Stockholm exchange and the small-cap index each gained 0.8%, while the world index fell. The figures come from the fund's monthly letter, as reported by TradingView.
The letter centres on the gap between share price and underlying value: prices can move quickly, while a company's long-term earnings capacity usually changes more slowly. Earnings season was in focus, with comments on Securitas, Huhtamäki, Storytel and Carasent, and a closer look at Bonesupport, where growth picked up in the third quarter.
During the month the fund bought back Protector Forsikring and FlatexDEGIRO after clear share price declines. It sold Bravida and BTS after strong gains, judging that other holdings now offer a more attractive balance between price and value.
why it matters
For the broader market this is a small fund manager's report on its own portfolio, so the wider impact is limited. It shows how active managers in Sweden are responding to earnings season, buying after falls and taking profits after rallies.
tags
instruments
sources
- Kavaljer Quality Focus October 2026 - FlatexDEGIRO and Protector Back in the Portfolio — TradingView, 3 November 2026 at 13:45 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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