News
Small Caps Poised for a Comeback
Peter Lindvall, portfolio manager at Kavaljer, tells EFN that he sees signs of a potential trend shift, with small-cap stocks regaining momentum on the market. After several years overshadowed by large caps, he highlights rising risk appetite, lower interest rates, a stronger economy, and tax cuts as possible catalysts heading into 2026. “There’s been a…
Jesper von Koch Guests on Börslunch
Jesper von Koch, portfolio manager at Kavaljer, was a guest on today’s episode of Börslunch. Companies discussed included ITAB, RevolutionRace, Carasent, and Swedencare — all of which are holdings in Kavaljer Quality Focus. Watch the full episode here: Video: Rörelserna som skapar nya lägen på börsen | EFN Play
Kavaljer’s Lindvall: “A Sale by Altor Would Be Positive for the Stock”
Peter Lindvall, portfolio manager at Kavaljer, and Pernilla Nyrensten, founder of Revolution Race, believe that major shareholder Altor Fund IV should divest its holding — something that could help lift the stock’s currently low valuation. Lindvall points to growth and margin improvements, while Nyrensten notes that Altor has “done its part” and is better suited…
The Fund Manager’s Favorite Investment Companies: “Poised for a Comeback”
Which investment companies are best positioned right now? Peter Lindvall, portfolio manager at Kavaljer, highlights his top picks. Read the full article here: https://lnkd.in/dZDsQQPk
Peter Lindvall on EFN Börslunch
Peter Lindvall, portfolio manager at Kavaljer, was a guest on today’s episode of EFN Börslunch. In the interview, he shares some of his top small-cap investment cases. Watch the episode here: Video: Proffsens bottenfiske i småbolagsmörkret | EFN Play
Sees upside in consumer stocks next year – “lowly valued”
In an interview with EFN Finansmagasinet, Peter Lindvall, portfolio manager at Kavaljer, highlights the potential in consumer stocks heading into 2026. He believes that tax cuts, lower food VAT, and easing inflation could strengthen household purchasing power and boost consumption. “The companies we own within the consumer sector are, in my view, very lowly valued.…
Kavaljer Expands Its Portfolio Management Team
Kavaljer has hired Jakob Wahlberg, who will be joining and supporting the portfolio management team. Jakob holds a Master’s degree in Finance from Linköping University and brings prior experience as CEO and portfolio manager at Linköping University’s fund, Börsgruppen Asset Management. Welcome to the team, Jakob!
Kavaljer Comments on RevolutionRace
In a recent Affärsvärlden article about RevolutionRace, our CEO and portfolio manager Peter Lindvall shares his thoughts on the company’s performance and future prospects. Read the article here: Revolution Races storägare: “Värderingen är väldigt låg” | Affärsvärlden
Peter Lindvall in Placera: “We See Upside in Companies That Have Been Pressured”
In a recent interview with Placera, Peter Lindvall, portfolio manager at Kavaljer, discusses the fund’s latest investment ideas and why he currently sees strong potential in several small- and mid-cap companies. “We invest in companies that have proven their business models work. We avoid pure speculative stocks, commodity companies, and businesses without revenues,” says Peter…
Strong Interest in Dometic – Kavaljer Comments in Di
In a new article from Dagens industri, Dometic is highlighted as one of the month’s top-performing large-cap companies, following a share price increase of nearly 25 percent in July. The company has carried out a global restructuring program and is well positioned to capitalize on growing interest in outdoor living and mobile lifestyles. Peter Lindvall,…
Commentary: Investment Companies’ Q2 Reports
Kavaljer’s Portfolio Manager Peter Lindvall Comments on Investment Companies’ Q2 2025 Reports Peter Lindvall, portfolio manager at Kavaljer, shares his thoughts on the investment companies’ second-quarter reports for 2025. He continues to see attractive opportunities in long-term holdings such as Svolder, Investor, and Industrivärden, all trading at a discount to net asset value and offering…
Peter Lindvall Guests on Börslunch
Peter Lindvall, portfolio manager at Kavaljer, was a guest on today’s episode of Börslunch. Companies discussed included Revolutionrace, H&M, Nilörngruppen, and Svedbergs. You can find the episode here: Video: Konsumentaktierna som växer trots svag konsument | EFN Play
Kavaljer on Opportunities Amid Market Turmoil – Interview in EFN Finansmagasinet
In an article by EFN Finansmagasinet, Kavaljer’s CEO Peter Lindvall is interviewed about how fund managers should think in times of uncertainty. With rising interest rates, geopolitical tensions, and volatile markets as a backdrop, Lindvall emphasizes the importance of sticking to one’s strategy: “Some of the absolute best buying opportunities in history have been on…
Jesper von Koch on Börslunch
Kavaljer’s portfolio manager Jesper von Koch was a guest on today’s episode of Börslunch. The topic of the day was small-cap investment cases, and companies such as Catella, Carasent, and Bravida were discussed. All of these companies are part of the Kavaljer Quality Focus fund. Watch the full episode here: https://efn.se/play/borslunch-30-maj
“Stock Market Bargains” – Our Fund Manager Shares His View in Expressen
In an interview with Expressen, Kavaljer’s portfolio manager Peter Lindvall shares his view on the current state of the stock market – and why now might be an interesting time for long-term investors. “Many people think the wrong way when the market is volatile. For other goods, people want to buy when prices are low.…
Kavaljer Quality Focus – Best Swedish Equity Fund
This is how Privata Affärer writes about Kavaljer Quality Focus when ranking actively managed funds in the Sweden category: “If you instead look at actively managed Swedish equity funds, both the return and the fee increase. All companies on the top list have increased in value by more than 150 percent – and at the…
Participation in Börslunch
Peter Lindvall, CEO and Portfolio Manager at Kavaljer, participated in EFN Börslunch today, where topics included Evolution, Epiroc, Electrolux, ABB, H&M, and RevolutionRace. Watch the segment here.
Kavaljer Recruits Analyst
Kavaljer is proud to announce that Jesper von Koch has joined the team as an analyst. Jesper holds a Master of Science in Engineering from Lund University, specializing in Industrial Engineering and Management, and has a solid background in finance and analysis. Most recently, he served as an equity analyst at Redeye, where he accumulated…
Interview with Affärsvärlden
Peter Lindvall was interviewed in Affärsvärlden, where he explains that he sees a buying opportunity in three of the companies that issued profit warnings this week. Read the interview here (article in Swedish): The PM Sees a Buying Opportunity After the Profit Warnings: “A Bump in the Road” | Affärsvärlden (affarsvarlden.se)
Participation in EFN
Peter Lindvall represented Kavaljer in today’s Börslunch, where companies such as Dustin, Yubico, Ratos, Husqvarna, Norva24, Byggmax, Moberg Pharma, and Elekta were discussed. Watch today’s program on this link.
Quality Focus – One of the Best Sweden Funds
Privata Affärer has compiled the ten best Sweden funds over the past five years, where Kavaljer Quality Focus ranks third. In the article, Peter Lindvall and Håkan Telander comment on one of the fund’s holdings, Beijer Ref. Read the article (in Swedish) here: Stocks: The Best Managers Buy AAK and Beijer Ref – Privata Affärer…
Interview in Aktiespararna
Peter Lindvall has commented on the company VNV Global, which is part of our Kavaljer Investmentbolagsfond. Read the interview here.
Participation in DI
Peter Lindvall, portfolio manager at Kavaljer, comments on ITAB, VBG, and RVRC in today’s Dagens Industri (DI). Read the article here: Peter Lindvall: Mid Cap Companies to Buy (di.se).
Kavaljer in Privata Affärer
Peter Lindvall was interviewed by Privata Affärer about his favorite investment companies. Read the interview here.
Kavaljer in EFN Börslunch – Warren Buffett in focus
Peter Lindvall guested Börslunch today. In today’s program, Warren Buffett was the focus. Peter also gave his view on some of our holdings. Watch the program here: https://efn.se/poster/borslunch-14-juni
Peter Lindvall in Aktiespararna
Kavaljer’s portfolio manager Peter Lindvall has been interviewed by Aktiespararna (Swedish Shareholders Association) about his views on Investor, Svolder, Prosus, and HBM Healthcare. You can read the full article here (article is in Swedish): Här är investmentbolagen som experten tror på – och investmentbolagen som ratas.
