The fund

Concentrated, judgment-led, amplified by AI.

The Norbury Capital Fund is a long-only fund investing in European small and mid-cap equities — combining a long-term view of businesses with an assertive focus on near-term stock dynamics.

20–25

names in the portfolio, sized on downside risk across five scenarios.

20

ideas on the bench — every holding has to keep earning its place.

≈ 10

analysts' output from a two-person team, through AI agents. Judgment stays with us.

upside and a minimum 20% IRR before a name qualifies for the portfolio.

Track record

Net return202420252026 YTDSince inception
Norbury Capital Fund5.3%30.0%10.8%51.5%
MSCI Europe Small Cap ETF−4.3%17.1%11.0%24.5%
2026JanFebMarAprMayJunJulAugSepOctNovDecFY
Norbury1.6%0.1%−3.6%6.7%2.7%0.8%0.5%1.8%10.8%
Index3.6%2.2%−8.7%7.4%4.3%−2.9%3.0%2.4%11.0%
2025JanFebMarAprMayJunJulAugSepOctNovDecFY
Norbury4.8%1.0%−3.9%1.4%5.3%1.5%5.7%3.2%3.5%4.0%0.6%−0.2%30.0%
Index4.0%0.8%−3.4%1.9%7.7%0.9%1.4%−0.8%0.0%1.3%−0.3%2.7%17.1%
2024JanFebMarAprMayJunJulAugSepOctNovDecFY
Norbury4.7%−1.0%−6.2%7.1%1.1%5.3%
Index−0.7%0.4%−4.7%1.0%−0.3%−4.3%

Monthly returns net of fees, in %. Index: SPDR MSCI Europe Small Cap ETF (IE00BKWQ0M75). Past performance is no guarantee of future results.

Terms at a glance

TermDetail
StructureFund for joint account (fonds voor gemene rekening), AIFMD registration regime, AFM-registered
CurrencyEuro
LiquidityMonthly subscriptions and redemptions, one month's notice, no lock-up
Minimum investment€250,000
Fees1.25% management fee · 10% performance fee over a 7% hurdle
AdministratorApex Fund Services (Netherlands) B.V.
Legal ownerStichting Legal Owner Norbury Capital Fund

How to invest

STEP 01

Get in touch

Call us, or visit us on the Prinsengracht. You receive the presentation, the prospectus and our latest letters.

STEP 02

Review

Read the prospectus and the terms — and ask us anything. We would rather lose a subscription than surprise an investor.

STEP 03

Subscribe

Complete the subscription form and KYC with Apex Group, our administrator.

STEP 04

Invested

Your subscription enters at the next monthly NAV. Statements from Apex; the monthly letter from us.

Attention! This investment falls outside AFM supervision. No license required for this activity.