Modus Operandi

Viburnum Funds manages two distinct fund strategies with a shared investment philosophy (“the Viburnum Modus Operandi”).

Our modus operandi across all our funds has four pillars

Active Ownership

We seek investment opportunities regardless of market conditions or index parameters, obtaining an indepth understanding of each investee company.

We think and act like owners seeking active influence or involvement with regard to strategy, operations, governance and capital allocation.

Risk/Return Clarity

Our focus is on achieving absolute returns while at the same time taking an absolute view on risk (that is, the risk of losing money).

Through bottom up research we build concentrated portfolios, that best leverage our capital and effort whilst also driving portfolio diversification benefits.

Partnership Approach

Our approach seeks high levels of engagement with both investors and investee companies.

We provide support to boards and management, and leverage an extensive network of market contacts in order to support our research and achieve long term investment outcomes.

Investment Team Culture

Outcomes accountable and collegiate team bringing a diversity of backgrounds to the implementation of a consistent and disciplined investment process.

We think and act like owners rather than investment traders in the pursuit of performance.