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Forest Products
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 3, 2026 |
Protean Select Carl Gustafsson
|
View | Energy Transition, Forest Products | ADDV.ST, AFRY.ST, ASMO.PA, BOULE.ST, CLAS-B.ST, EQT.ST, HOLMEN-B.ST, ITAB.ST, MAERSK-B.CO, NLF.CO, PEXIP.OL, REJL.ST, RUSTA.ST, SINCH.ST, STO.ST, SUZB3.SA, UPM.HE | Energy Transition, Esg, Forest Products, Long/Short, Nordics, small cap, value |
| 2025 Q4 | Jan 3, 2026 |
Protean Small Cap Carl Gustafsson
|
View | Small Caps, Forest Products, Nordics | ADDV.ST, AFRY.ST, ASMO.PA, BOULE.ST, CLAS-B.ST, EQT.ST, HOLMEN-B.ST, ITAB.ST, LINDEX.ST, MAERSK-B.CO, NILFSK.CO, PEXIP.OL, REJL.ST, RUSTA.ST, SINCH.ST, STO.ST, UPM.HE | active management, Forest Products, IPO, Nordics, Outperformance, small caps |