Investment Strategies
Seven strategies. One research process.
From global equities to specialist regional and sector mandates, every Bern Capital Venture strategy is built on the same independent, bottom-up research discipline.
Global Equities — Est. 2020
Bern Capital Venture is an active global equities manager. We pursue long-term, research-driven conviction over prevailing market sentiment — across seven specialist strategies spanning every major region.
$2.4B+
Assets Managed
7
Strategies
2020
Established
Our approach combines independent thinking, active management, fundamental research and long-term conviction — held together by a single research process across every strategy we run.
01
We size positions by conviction, not index weight — holding a concentrated set of ideas we've researched independently of the crowd.
02
Every thesis is built from primary sources — company visits, supplier channels and filings — before it's tested against the market's view.
03
We size our holding periods to the thesis, not the quarter, giving well-researched ideas the time the market needs to agree with them.
From global equities to specialist regional and sector mandates, every Bern Capital Venture strategy is built on the same independent, bottom-up research discipline.
A review of positioning across the Global Equities Strategy through the second quarter, including two new additions to the portfolio.
Research notes, fund updates and market commentary from across the investment team.
Portfolio managers and specialists across our regional strategies, each responsible for the research and conviction behind their fund.
Founder and Chief Strategic Operations
Portfolio Manager, Global & European Equities
Portfolio Manager, Asia Opportunities
Portfolio Manager, Japan Fund
Portfolio Manager, Global Brands
Scroll to follow Bern Capital Venture's history from our founding Sydney mandate in 2020 to seven global strategies today.
2020
Bern Capital Venture opens with a single global equities mandate and a founding thesis: independent research, held with patience, outperforms consensus over time.
2021
Expansion into dedicated Asia Opportunities and European Fund mandates, establishing direct research coverage across major international markets.
2022
Navigating global interest rate shifts with disciplined bottom-up analysis, proving the value of concentrated, high-conviction position sizing.
2023
Introduction of the Japan Fund strategy, focusing on companies undergoing verifiable corporate governance reform and capital efficiency gains.
2024
Expansion into Technology & Innovation and Global Brands strategies, capturing long-term structural tailwinds across global digital ecosystems.
2025
Rapid growth in institutional and wealth management partnerships across North America, Europe, and the Asia-Pacific region.
2026
Bern Capital Venture now operates seven specialist strategies from research offices across three continents, unified by a single independent research discipline.
2020
Bern Capital Venture opens with a single global equities mandate and a founding thesis: independent research, held with patience, outperforms consensus over time.
2021
Expansion into dedicated Asia Opportunities and European Fund mandates, establishing direct research coverage across major international markets.
2022
Navigating global interest rate shifts with disciplined bottom-up analysis, proving the value of concentrated, high-conviction position sizing.
2023
Introduction of the Japan Fund strategy, focusing on companies undergoing verifiable corporate governance reform and capital efficiency gains.
2024
Expansion into Technology & Innovation and Global Brands strategies, capturing long-term structural tailwinds across global digital ecosystems.
2025
Rapid growth in institutional and wealth management partnerships across North America, Europe, and the Asia-Pacific region.
2026
Bern Capital Venture now operates seven specialist strategies from research offices across three continents, unified by a single independent research discipline.
Explore our seven specialist strategies, or speak with our team about how Bern Capital Venture's approach might fit your portfolio.
