Viburnum Funds

Overview

Viburnum Funds is an Australian investment firm established in 2007, specializing in managing funds for institutional and retail clients. The firm operates two complementary strategies: Private Equity and Strategic Equities Fund. In Private Equity, Viburnum focuses on building and growing companies in partnership with leading entrepreneurs and executives, particularly in the mining industrials sector, emphasizing minerals technology, products, and services essential for energy transition and industrialization. The Strategic Equities Fund adopts a private equity approach to public investments, targeting Australian small and mid-cap companies with a hands-on, long-term business ownership perspective. Viburnum's investment philosophy is centered on active ownership, aiming to enhance and protect shareholder value through strategic involvement in portfolio companies. The firm has a track record of over 13 years, during which it has made more than 30 strategic investments, often exiting via corporate actions such as public takeovers, achieving an average premium of 60% to the pre-bid price. Viburnum Funds is a signatory to the United Nations-supported Principles for Responsible Investment (PRI), reflecting its commitment to integrating environmental, social, and governance considerations into its investment practices.

Investment Focus

• Investment horizon of 5-7 years
• Focus on Australian small and mid-cap companies
• Preference for active ownership and strategic involvement
• Alignment with Viburnum's investment philosophy and values

Portfolio Companies