Danum Advisors is the portfolio manager seconded to Privium Fund Management BV on a long/short equity strategy. On the long side, the portfolio is built around companies with stable business models complemented by companies that benefit from, or drive innovation. On the short-side we focus on companies in the exact opposite situation. Apart from the classic macro-economic drivers, returns are increasingly driven by structural changes in corporate ecosystems aimed at fundamentally rearranging the way we produce and consume. In order to put the philosophy into practice, the team is built around various fields of expertise. This includes portfolio management, investment strategy, company analysis and macro-economic analysis.