Collaxio (Q1 initial take): Favorable Hunting Ground as Portfolio Continues to Expand - Redeye

Redeye provides its initial take on Collaxio Q1 2026 report, which featured a flat NAV development q/q. The cost base came in below our estimates, which, together with increased AUM, resulted in an improved management cost/AUM ratio. Management highlighted a market environment where the supply of attractive portfolios is increasing while demand remains limited, which bodes well for the ambition to complete one acquisition per quarter.

Länk till analysen i sin helhet: https://www.redeye.se/research/1164035/collaxio-q1-initial-take-favorable-hunting-ground-as-portfolio-continues-to-expand?utm_source=finwire&utm_medium=RSS