Rate of return

CURRENCY
RATE
DATE
6 MONTHS
12 MONTHS
YEAR TO DATE
USD
1,5865
15/05/2025
7,48%
8,54%
13,95%

Vestrahorn, © Andrea Hitzemann

Helga Viðarsdóttir

Managing Director
Helga@spakur.is

An Alternative Investment Fund

Spakur Invest hf. is an alternative investment fund that began operating at the start of 2021. The fund invests in companies listed on the global scene.

Our investment philosophy is governed by in-depth analysis of companies, a well-defined investment strategy that we adhere to, and an emphasis on minimizing risk.

Our emphasis is on long-term investments in quality companies that have a clear competitive advantage.

Contact US | spakur@spakur.is

NEWS AND ARTICLES

Embracing Uncertainty

Embracing Uncertainty

In recent weeks and months, concerns about tariffs and an impending trade war have filled the headlines. Investors are understandably uneasy due to the looming tariffs, and stock prices have fallen almost everywhere in the world, including here in Iceland. It is clear...

Business is Always Personal – Despite the Godfather’s Famous Words

Business is Always Personal – Despite the Godfather’s Famous Words

“It´s not personal, it’s strictly business.” This famous phrase comes from what many consider to be the greatest mafia movie of all time: The Godfather. It is the shrewd Michael Corleone who says these words to his brother, Sonny, in the original: "It's not personal,...

How Analysts Underestimate Management’s Responsiveness

How Analysts Underestimate Management’s Responsiveness

The storm hit without warning. A key supplier went bankrupt, raw material prices skyrocketed, and analysts quickly declared that the company was in deep trouble. But inside the boardroom, the CEO was anything but panicked—she was preparing a response and considering...

PERFORMANCE

Invest with us?

We offer an introductory meeting where we
cover our investment policy as well as key
metrics and the funds current holdings.

Contact Us | spakur@spakur.is

Rate

1,5865

Nominal rate

13,95%

2023

12,63%

2024

1,05%

2022

-14,26%

2021

24,27%

Rate

1,5865

Nominal rate

13,95%

2024

1,05%

2023

12,63%

2022

-14,26%

2021

24,27%

About the fund

Asset manager Spakur Finance sf.
Fund name Spakur Invest hf.
Asset class Listed equities
Fund form Alternate Investment Fund
Fund manager Helga Viðarsdóttir
Helga@spakur.is
Inception date January 1st 2021

Fund transactions

Settlement 3 business days
Currency USD
Fee upon purchase 1.50%
Fee upon sale
Management fee 2.00%
Fees for Performance
Zoom