Our Funds

true active ownership…

     consistent absolute return objective…

            highly focussed concentrated long only portfolios…

                       

Private Equity


Natural resource exposed Specialist Industrials funds focused on Australian and South Asian region mid-market buyouts and growth invesments within investment theme based platforms.

Strategic Equity


Active ownership (“Activism”) strategy with influential or blocking stakes in a select number of Australian companies, predominately ASX listed.

Australian Equities


Highly focussed portfolios of Australian ASX listed companies displaying asymmetrical payoff potential.

Overview

Viburnum provides replacement and growth equity capital and strategic direction to mid-market private companies within Australasia.

  • Focused on specialist industrial strategies with Australian and/or Asia Pacific regional resources (minerals and energy) end market exposure
  • Currently manage three closed vehicles which commenced in 2012,  2014 and 2018
  • Viburnum’s fourth private equity vehicle (Viburnum Equity 4 or V4) had a first draw in 2019. We are now investing V4
  • Australian and US institutional and family office investors
  • Historically made international co-investments with global industry specialist GPs

Australian Specialist Industrials Investments

APE Mobile (partially exited)

APE Mobile develops and supplies a paperless software application used by construction and engineering contractors, resources services and mining companies to more efficiently manage site documents and processes on tablets and web devices. APE Mobile has now merged with (ASX Listed) Damstra Limited (ASX: DTC).

Year Invested:  2015

Contract Resources

Contract Resources provides critical path maintenance and waste recycling services to the Australasian and Middle East liquified natural gas (LNG) and petrochemical sectors.

Year Invested:  2019

Cranecorp Australia

Cranecorp Australia provides specialist crane equipment and workforce to mining, energy and industrial clients throughout it’s network of depots in key resource regions of Western Australia, with a particular emphasis on major shutdown work.

Year Invested:  2020

Minnovare

Minnovare is a mining technology business which provides productivity enhancing advanced drilling alignment and data capture hardware and software solutions to the underground mining and civil construction sectors. 

Year Invested:  2016

MPC Kinetic Group

MPC Kinetic Group is a Brisbane headquartered diversified service company serving the onshore gas and mineral markets, specifically Australia’s onshore coal seam gas sector, and iron ore resource definition. 

Year Invested:  2012 / 2017

MTi Group

MTi Group designs, manufactures and sells blasting consumables to over 450 mines globally. MTi’s patented products enhance mineral production efficiency, and include BLASTBAG™ downhole inflatable bags, blast hole liners, borehole plugs, blast hole stabilizers and explosive retainers.

Year Invested:  2018

International Co-investments

Centurion Group

Centurion is a global supplier of critical rental, infrastructure and support services to the Energy Industry. The Group is headquartered in Aberdeen with multiple offices globally.

Year Invested:  2013

National Energy Services Reunited (NESR)

NESR is headquartered in Houston, Texas and is one of the largest providers of diversified oilfield services in the Middle East, North Africa and Asia (“MENA” region) NESR trades on the NASDAQ exchange. 

Year Invested:  2017

Shelf Subsea

Shelf Subsea in an offshore subsea services group operating primarily in Asia, from locations in Singapore, Indonesia and Malaysia. The service offering includes saturation and air/nitrox diving, subsea drilling and rock bolting, ROV services and operation of specialist vessels. Services span the life cycle of a well and include: pipeline and umbilical installation, hook-up and tie-in, inspection, repair and maintenance, well intervention, platform removal, and plug and abandonment work.

Year Invested:  2015

    Overview

    The VF Strategic Equities Fund is a long only fund which takes strategic or influential investments in a highly concentrated portfolio of Australian companies, predominately listed on the ASX, where long term value can be enhanced and protected through active ownership (“Activism”).

    Key features of the Fund are:

    • Inception July 2011
    • Suited to Family office, institutional and high net worth investors
    • Portfolio of 5-10 strategic holdings
    • Absolute return hurdle of 8% p.a.
    • Index unaware with low correlation to ASX equity indexes
    • Low levels of absolute risk
    • Bias to growth industries not well weighted in the ASX 200
    • Private equity style approach to predominately ASX listed securities
    • Clear and specific investment criteria 


      Performance (to 30 June 2020)

      Fund Performance for Series A units and is net of all fees and expenses. Inception Date 1 July 2011.  Returns are calculated on an IRR basis between FY12 and FY15 (and since inception) after which the Strategic Equities Fund mandate was converted into a unit trust structure.


      How to Invest

      The VF Strategic Equities Fund is an Australian open-ended unit trust governed by the Trust Deed for the Fund and applicable law. The Fund is only open to wholesale investors as defined in the Corporations Act. For further information or to enquire about investing in the Fund, please click here to contact Viburnum.

      Overview

      The VF High Conviction Fund invests in a highly focused portfolio of ASX listed companies that display attractive asymmetric payoff potential.

      The Fund has a flexible investment mandate across the entire market cap spectrum and all sectors, excluding mining and energy sectors.

      • Inception December 2014

      • Suited to Family Office, High Net Worth, SMSF and smaller institutional clients

      • Concentrated portfolio of 10-40 companies

      • Absolute return hurdle of 8% p.a.

      • Index unaware with low correlation to ASX equity indexes

      • Strong focus on capital preservation and outperforming in down markets

      • The Fund primarily invests across 3 key investment categories:

        • Corporate Reset / Restructure

        • Cash / Low Volatility Income Streams

        • Structural Growth


      How to Invest

      The VF High Conviction Fund is an Australian registered managed investment scheme governed by the Trust Deed for the Fund and applicable law.

      The Fund is open to new investors with a minimum initial investment of $50,000.

      To apply for units in the VF High Conviction Fund please complete the following simple steps:

      Link Fund Solutions – Attn: Viburnum Funds Unit Registry

      GPO Box 5482

      Sydney NSW 2001

      For further information, to subscribe for fund updates or to enquire about investing in the Fund please click here to contact Viburnum.