Over the past three years, Kavaljer Quality Focus has distinguished itself as the best fund in Morningstar’s small/mid-cap category, and the fund’s success continues strong through the first two months of 2024.
The fund has returned 34.7% over the past three years, compared to the Stockholm Stock Exchange (OMXS Stockholm All-Share Cap GI) at 25.2%.
Some of the fund’s top investments include Revolution Race, Hanza Holding, New Wave, Firefly, AQ Group, VBG, and Trelleborg.