Strong shareholder returns in Q2
NAVPS as of 30 June was SEK 65.66, implying an increase of 4.2% q-o-q in total-return terms. Total shareholder return (TSR) amounted to 9% (SIXRX benchmark +7%), as the discount to NAV narrowed by 3pp to 16%. However, regarding the direct investments, Awilco Drilling (-18%) and Scout Gaming Group (-44%) saw declines, while Keurig Dr. Pepper gained 3%. Private equity fund investments currently comprise 58% of NAV (79% including commitments), direct investments 5%, and net cash 36%.
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