Investor Summary

Founded by Ernest van Tuyll and Thijs Buitenhuis, Norbury Capital launched in August 2024 specializing in European small and midcap entrepreneurial companies. Van Tuyll brings twelve years of experience managing the Juno Selection Fund with over 1,000 company interactions, while Buitenhuis previously led a public equities team managing over $150 million at Egeria and demonstrated early investment acumen by owning stocks at age 11. The fund has achieved exceptional performance since inception with +39.0% total returns versus +16.2% benchmark, including a remarkable 30.0% return in 2025. The partnership was recognized with a Hedgeweek European Awards shortlisting for 'Capital Raise of the Year' within seven months of launch.

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Fund Strategy

Norbury Capital positions itself as stockpickers, continuously looking for companies with improving business fundamentals that are not yet fully recognized by the wider market. The firm employs a Long-only strategy with a Hedge Fund mindset, combining concentrated, long-term positioning with assertive focus on near-term stock dynamics. Their investment philosophy rests on six pillars: maintaining a steady flow of new investment ideas to challenge existing holdings, focusing on quality companies in an accelerating profit phase, seeking attractive valuations and true mispricing, employing disciplined risk management through algorithmic position sizing, considering portfolio implications, and maintaining a concentrated portfolio of 15-20 core stakes. They prefer quality companies that are in an accelerating phase of their profit cycle with typical investment horizons of 3-5 years.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
- - 30.0%
2025
30.0%