Viewforth Investment Partners is an independent investment management partnership, based in London, U.K. Our primary objective is to deliver outstanding long-term compounded returns for sophisticated investors, such as endowments, foundations, family offices and financial institutions.
Viewforth's fund is a concentrated, long-biased portfolio of equity investments and shorts in mid-sized European companies, launching in late 2018. We only invest in companies that we believe will generate at least 25% annualised returns. (Put another way, investing in companies whose share prices we think will double in three years and shorting companies that we think will halve in two years.)
We're disciplined, deeply fundamental investors. We conduct exhaustive fundamental research and only invest in or short businesses that we know in great detail, within regions and industry sectors where we have deep expertise.
Change leads to mispricings. Many equity market participants think too linearly, struggle to think probabilistically, or are poor at correctly valuing change. So we seek out companies where the future looks different to the present or the past, which are a rich source of high-return, low-risk investment opportunities.
Our investment process is systematised, to maximise rigour, consistency and repeatability. We’ve structured our investment process to (i) reduce unforced errors arising from our own cognitive biases and analytical blind spots, and (ii) enable us to act decisively when securities dislocate and opportunities arise.
We believe that strong values and principles at the firm-level directly translate into better returns at the fund-level. We work hard to build a culture of continual improvement across the organisation; we've integrated a Performance Director, data analytics, and a range of experts from analytical and high-performance domains, into the heart of our investment process.