The Generalis Invest Philosophy
I am an active investor in common stock, preferred stock, mutual funds and exchange-traded products. I specialize in income/yield investments and recurring cashflow, but maintain a well-diversified fundamental strategy including active funds, growth and value picks. I do not own forex, crypto, or raw metals, as these do not generate value.
ASSETS UNDER MANAGEMENT (EUR)
80K+
RETURNS SINCE START (EUR)
10K+
years ACTIVE
4+
TOTAL HOLDINGS
47
Investment Highlights
Avanza Bank
Avanza Bank Holding is my largest equity position. As the leading provider of high-tech digital banking services on the Swedish market, this company is poised for significant growth combined with hefty free cash flow.
Palantir Technologies
I previously held a position in Palantir stock from Oct 2023 to Feb 2025. This timeperiod delivered returns of over 500%, marking the most successful growth investment to date. Exit was due to a combination of significant overvaluation and Palantir’s participation in the Trump regime’s authoritarian agenda.
Premium Snacks Nordic
I have been investing in this small snack-and potato chip maker since Aug 2023, due to their superior taste and quality offering. Contrary to wildest beliefs, the stock has gone from 8 kr up to 30 kr, resulting in gains over 200%, as well as having implemented a dividend.
Current Direct Investments
01
Avanza Bank Holding
financial services – banking
Sweden’s leading provider of digital banking services has been in the Generalis Invest portfolio since April 2023 and is among the top performers.
Shares: 150
02
Creades
closed-end investment fund
Creades is an investor in innovative unlisted businesses in Sweden, powering the transformation of the consumer economy. I have significant confidence in Sven Hagströmer, the founder and main owner. Creades has been part of the Generalis Invest portfolio since Aug 2023.
Shares: 350
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