Letters by company
Acast AB
4 letters discussing ACAST. Everything written about it on this site is on its ticker page.
- Protean Funds Protean Small Cap celebrates a milestone Protean Small Cap reviews its three-year portfolio, arguing that contrarian entry points and active turnover produced winners such as Acast while narrative-driven small caps also created costly mistakes. The fund added Octave for its cash-generative software business, restored Truecaller after an operational trough, and joined Biomar's IPO on improving fish-feed pricing power. Protean Select closed to new subscriptions after crossing its assets threshold. May 2026 ACAST $615MBMKDF $36MOCTV $5.5B
- Protean Funds Previously Unseen Levels Of Monitoring The Situation Protean Funds added selectively to Nordic small-cap holdings after pension-fund restructuring created forced selling, while reducing Select exposure and ending its EUR and DKK hedge. Small Cap sold Lundbeck, Asmodee, Kambi and Xano, and added Coffee Stain, Sinch and MTG while trimming Smartoptics. February 2026 7806 $2.1BACAST $615MARFA $62M
- Protean Funds No Crying In The Casino Protean Funds argues that short-term stock moves resemble a casino’s random noise, while durable free cash flow determines long-run outcomes. Small Cap added Bonava, Smartoptics and Scandic Hotels and sold Rejlers, while Select trimmed DSV, retained Devyser cautiously and built a position in Neste ahead of a potential diesel squeeze. September 2026 0RD7 0RHA DSV $42B
- Protean Funds Bats With Rabies Protean launched Aktiesparfond Global as a low-cost active alternative built around disciplined capital allocation and manager Olle Qvarnström. Small Cap added Surgical Science on depressed valuation and backed Bavarian Nordic's vaccine franchise. Select covered its Holmen short, bought other pulp and forestry names, and added to its Essity short. August 2026 BVNKF $2.6BSUSRF $274M
