Viburnum
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Viburnum Funds is a Perth-based specialist investment manager, independently owned by its management. Wyllie Group had been a foundation investor but exited through a management buyout in late 2019.
Viburnum offers 3 investment funds:
- Private Equity (specialist energy and mineral services funds)
- Strategic Equity (a select number of core holdings in ASX-listed or unlisted emerging companies)
- Australian Equities (a high conviction Australian Equities strategy)
Viburnum offers 3 investment funds:
- Private Equity (specialist energy and mineral services funds)
- Strategic Equity (a select number of core holdings in ASX-listed or unlisted emerging companies)
- Australian Equities (a high conviction Australian Equities strategy)
Contact Details
31 Carrington Street , NEDLANDS WA 6009
08 6430 9850
Lists and Charts
Lists
Fund Managers
| Rank | Company | # | |
|---|---|---|---|
| 13th |  | Viburnum | $700.0m |
| 15th |  | NWQ Capital Management | $250.0m |
| 19th | | 3rd Wave Capital | $47.5m |
| 21st |  | Yuuwa Capital | $40.0m |
| 22nd | | Katana Capital | $36.4m |
46 fund managers ranked by assets under management or net assets
Article Timeline
Related Information
Notable People
| Name | Position | Year Started |
|---|---|---|
| Managing Director, Managing Partner of Private Equity | 2007 |
| Executive Chair, Managing Partner of Public Equity | 2007 |
| Partner, Private Equity Investment Director (2007 to 2008) | 2008 |
| Non-Executive Director | 2007 |
| Partner, Public Equity | 2011 |
| Partner, Public Equity | 2014 |
| Partner, Private Equity | 2014 |
| Company Secretary, Partner since 2018 Chief Financial Officer, Chief Operating Officer (2015 to 2018) | 2013 |
Past People
| Name | Position | Year Started | Year Ended |
|---|---|---|---|
| Melissa Karlson | Non-Executive Director | 2007 | 2019 |
| Ian Chu | Research Analyst | 2014 | 2019 |
| David St Quintin | Chief Financial Officer, Chief Operating Officer | 2015 | 2018 |
| Melanie Hay | Investment Director | 2007 | 2008 |
| Andrew Moffat | Advisory Board Member | ||
| Lee Verios | Advisory Board Member | ||
| Andrew Edwards | Advisory Board Member | ||
| Bob McKinnon | Advisory Board Member | ||
| Michael Smith | Advisory Board Member | ||
| Kristina Moore | Office Manager | 2007 | |
| Edmon Odza | Portfolio Manager | 2014 | |
| Alex White | Portfolio Manager | 2014 | |
| Wayne McGrath | Non-Executive Director |
ECM Deals
| Date | Company | Transaction Type | Total Value | |
|---|---|---|---|---|
| 06/05/16 | Underwriter for Rubik Financial | Entitlement Offer | $53.0m | >> |
M&A Deals
| Announced | Bidder | Target | Transaction Type | Total Value | |
|---|---|---|---|---|---|
| 05/12/19 | Viburnum, SCF Partners | Anchorage Capital Partners, Contract Resources | Asset acquisition | $200.0m | >> |
| 15/04/16 | Viburnum | Minnovare | Share Acquisition & Growth Capital | $0 | >> |
| 31/08/15 | Viburnum, SCF Partners | Cal Dive International Australia | Acquisition | $24.1m | >> |
| 01/12/11 | SCF Partners | Viburnum | Investment | $0 | >> |
Fund Managers
| Question | Answer |
|---|---|
| Fund name | High Conviction Fund ($300m), Viburnum Equity No.1 Pty Ltd ($100m) |
| Assets under management or net assets | $700.0m |
| Balance date | 30 Jun 2018 |
| Nature of business (fund management) | Investment |
| Fund type | Private Equity Fund Manager |
| Focus of investments | Diversified |
| Description | Viburnum nvests in a highly focused portfolio of listed companies (typically 10 – 40) that display attractive asymmetric payoff potential |
| Eligibility / minimum investment (000's) | 50,000 |
| Exclusivity scale (1 = retail, 10 = private) | 6 |
| Risk profile | Medium |
| Executive/Fund Manager | Alex White, Edmon Odza (Portfolio Managers); Melanie Hay, James O'Mahony, Rob Martino (Investment Directors); and Rob Huth (Research Director) |
Ranked by assets under management or net assets
Last updated 05 Nov 2018
