Investment Approach

Viburnum executes its investment management capability with a shared investment philosophy focused on delivering superior returns irrespective of market conditions.

Our investment approach is focused, transparent, consistent, distinctive and proven:
Active ownership and engagement
  • Ongoing engagement with management teams in order to understand their philosophy and help to build value
Long term investment horizon
  • We focus on companies we are confident will growth their intrinsic value over a 3 – 5 year investment horizon
In-depth industry and company research
  • Extensive management visitation program, utilisation of VF’s extensive “real world” business contacts to build deep industry understanding & detailed financial analysis
High conviction
  • We have a preference for a deeper understanding of fewer investments rather than a superficial understanding of many i.e. concentrated portfolios