Pareto Securities' Swedish portfolio had a really strong May. The return was 5.7 percent, compared with the benchmark index OMXSGI's 2.4 percent. The portfolio is now back in positive territory (3.58 percent) for 2025.
Six out of ten stocks in the portfolio outperformed OMXSGI, with Mips and Storytel at the top with 20.5 and 18.2 percent, respectively. Nordrest also performed strongly with 16.1 percent. The worst performer was Xvivo with an increase of 4.0 percent.
Ahead of June, Pareto has decided to replace half of the portfolio. The price winner Mips is leaving, as are Securitas, Cibus, Itab, and Xvivo. Their places will be taken by Ngex, Green Landscaping, Logistea, Swedencare, and Addvise.
Pareto launched its portfolio in February 2017. Since then, it has generated a return of 418 percent, compared with OMXSGI's 120 percent over the same period.
Securitas AB is a Sweden-based provider of security solutions, including specialized guarding, aviation security services and international security solutions, among others. It operates through five business segments. Security Services North America business segment offers security services in the United States, Canada and Mexico. Security Services Europe offers security services in 27 countries in Europe. Mobile and Monitoring provides mobile services, such as beat patrol and call-out services, and monitoring services, such as alarm surveillance for homes, and small and medium-sized businesses. Security Services Ibero-America provides security services in Latin America, Portugal and Spain. New Markets provides security services in the Middle East, Asia and Africa. The Company's subsidiaries include Selectron, Rentsec, Vamsa, Tehnomobil, Central de Alarmas Adler, Automatic Alarm, Suddeutsche Bewachung and Johnson & Thompson.
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