Tribeca Investment Partners

We're #hiring a new Investment Analyst (Credit) in Singapore. Apply today or share this post with your network.

We're #hiring a new Credit Research Analyst in Singapore. Apply today or share this post with your network.

We're #hiring a new Credit Analyst in Singapore. Apply today or share this post with your network.

The Tribeca APAC Credit Strategy is hiring, see below to apply to join our growing team. Apply here: https://lnkd.in/gqwTiK9R #Tribeca #Investment #JobOpportunity #Credit #Singapore

"As we’ve seen in the past, when this sector releases, it moves really, really quickly. It almost goes vertical over a very short period of time." Guy Keller’s conviction on the uranium bull thesis has paid off thus far, with the Tribeca Nuclear Energy Opportunities Strategy fund he manages rising 39.15% per annum since inception. Click here to read the Stockhead article: https://lnkd.in/gficvJ6t Key Highlights - Tribeca’s Guy Keller says weak uranium equity sentiment in 2024 disguises strong fundamentals for the nuclear fuel - Forecast Kazakh production cuts will put further pressure on an already strained global uranium supply pipeline - Prices need to rise beyond strong recent levels of ~US$80/lb to incentivise new mines The next application window will be the end of the quarter, 30 September 2024. Tribeca Nuclear Energy Opportunities is the only dedicated uranium fund in Australia, and one of only a handful in the world. Please email Investor Relations if you would like more information: Investors@tribecaip.com.au #NuclearEnergy #Uranium #Investment #EnergyTransition #Tribeca

Guy Keller, Portfolio Manager of Tribeca Nuclear Energy Opportunities Strategy, shared his view with Livewire Markets: Just because it's immature doesn't mean it's not a big investment opportunity. #Uranium bulls were waiting for a long, long time for that investment opportunity to come good. Yellow cake uranium became the new darling in the commodity space after prices soared above US$100/lb last year, the highest since 2007. In turn, this bull run followed a decade-long slump, which saw the spot price crash from $143/lb to just $18/lb. Keller watches this space extremely closely. In his sit-down with Christopher Conway, Keller argued that just because the investment opportunity is immature does not mean there is not a huge growth runway to come. Read more here: https://lnkd.in/gT-TSnf6 #Tribeca #Investment #NuclearEnergy #MarketOutlook #Commodities

Tribeca Australian Smaller Companies, managed by David Aylward and Simon Brown, is proud to be featured by Livewire Markets as one of the most consistent and best-performing small-cap funds over the long term in the Australian Equity Mid/Small-Cap Growth – 5 years and 10 years categories. Past performance, while not a perfect indicator of future success, can provide valuable insights into fund performance. Funds often experience short-term periods of outperformance or underperformance due to market trends, making long-term outperformance difficult. SPIVA data reveals that 83.33% of funds underperformed the S&P/ASX 200 over the past decade, and 77.55% underperformed over five years. To identify consistently successful funds, Livewire has used the "batting average" metric from Morningstar data for Aussie small-cap fund managers. This measures how often a fund beats or matches an index over rolling periods, offering a way to assess long-term consistency. Australian small-cap managers tend to outperform their large-cap and global counterparts in terms of consistency. This advantage is attributed to two main factors. Firstly, active managers have better access to information in the less-researched small-cap market, allowing them to find undervalued opportunities. Secondly, the small-cap index includes many lower-quality, speculative stocks that active managers can avoid, boosting relative performance. Read more here: https://lnkd.in/e3EfWjpj #Tribeca #Investment #ASX #Australia #SmallCap #Equity

Investors are increasingly drawn to data centres, especially with the rise of AI infrastructure, leading to crowded trades. “Really, in the last six months, that’s what everyone has been talking about. Not just in the news, but most of our investor questions – I would say about 85 per cent of them – are about data centres,” Sivanesarajah said. Ragavan Sivanesarajah, Co-Portfolio Manager of Tribeca Asia Infrastructure Fund, noted a surge in investment in data centres in 2024, with $22 billion invested in the first five months alone. However, he highlights that while data centres are likely to continue to enjoy the tailwind of artificial intelligence (AI), a number of other infrastructure subsectors could be flying under the radar, such as healthcare infrastructure and airports. These sectors, driven by factors like ageing populations and a growing middle class in Asia, offer strong long-term growth opportunities. Susanta Mazumdar, Portfolio Manager of Tribeca Asia Infrastructure Fund, added investing in infrastructure is “not about catching a wave”. “What AI is going through with data centres, we do not know how long it will exist, and as we have seen in the case of all cyclical investments, in the tech sector or any other sector, it comes in waves and it goes in waves,” Mazumdar said. Read more here: https://lnkd.in/g6vFVGXZ #Tribeca #Investment #Asia #Infrastructure #ArtificialIntelligence #DataCenter

Will AI really be more impactful than the internet? Tech investors and companies alike believe that artificial intelligence will be more impactful on the global economy and productivity than the invention of the internet. It’s seen AI-exposed companies soar to eye-watering heights and made many investors very rich in the process. But have investors gotten ahead of themselves on AI? Or can this momentum continue? The answers to these questions and more will be revealed at Livewire Live 2024, with the help of the following experts: Speakers 🎤 Nick Griffin, Founding Partner & Chief Investment Officer, Munro Partners  🎤 Jun Bei Liu, Lead Portfolio Manager, Tribeca Investment Partners 🎤 Jacob Mitchell, Chief Investment Officer & Lead Portfolio Manager, Antipodes Partners Livewire Live is shaping up to be an incredible event and we’ll be making more session and speaker announcements over the coming weeks. Click on the link below for more information and to secure one of the few remaining tickets. https://lnkd.in/g5x3h6Rq

Jun Bei Liu, Portfolio Manager of Tribeca Alpha Plus Fund, shares her insights on two key calls to make in FY24. In FY24, many Australian fund managers struggled due to two key misjudgments: underestimating the strength of financial and consumer discretionary stocks, which outperformed expectations. This made it difficult for managers to keep up with the market, with few outperforming the ASX 200 Accumulation Index. The year highlighted the importance of adaptability in investment strategies, as traditional approaches failed to predict market movements accurately. Read more here: https://lnkd.in/gJdfy23D #Tribeca #Investment #Australia #Market #Equity #ASX