Tribeca Investment Partners

Tribeca Investment Partners is expanding its distribution capabilities, with strategic hires in Sydney and Singapore to broaden its focus beyond institutional investors and family offices.   Quyen D. has been appointed National Business Development Manager, bringing over 20 years of financial services experience, including seven years at Australian Ethical, where she led the firm’s expansion in financial advice and wealth segments. Based in Sydney, Quyen will manage wholesale and intermediary client relationships while identifying new opportunities, reinforcing Tribeca’s commitment to the wholesale market.   In Singapore, Sarah Peabody joins from Linden Global Strategies in New York to help distribute Tribeca’s funds across Asia. These appointments reflect Tribeca’s strategy to position itself as an APAC specialist boutique fund manager after bringing distribution in-house in August. Read more here: (1) https://lnkd.in/gE_5DBBx (2) https://lnkd.in/gWUpDCpy #Tribeca #Investment #Australia #Singapore #Distribution

Tribeca Investment Partners is bullish on the year ahead as China ramps up fiscal spending, boosting domestic consumption and increasing demand for industrial commodities.   “We believe commodity markets are positioned for a stellar 2025 following a number of frustrating years,” said Ben Cleary, Portfolio Manager of Tribeca’s Global Natural Resources Fund.   Tribeca is most bullish on copper, labelling its top picks as global leaders that are producing at the bottom of the cost curve. These include Glencore, Anglo American, Freeport-McMoRan and Teck Resources. In Australia, Mr Cleary likes Develop Global.   Read more here on The Australian Financial Review: https://lnkd.in/gHsySRPK   #Tribeca #Investment #Copper #Commodities #NaturalResources

Guy Keller, Portfolio Manager of Tribeca Nuclear Energy Opportunities Strategy, sees strong potential in nuclear energy as global demand for clean, baseload power rises, driven by trends like demand from AI & Data Centres. He highlights Boss Energy, an Australian uranium producer operating in Australia and Texas, as significantly undervalued and poised for growth once thematic short interest fades. Guy notes a shift in Australia’s attitude toward nuclear energy, with younger generations recognizing its low-carbon benefits and growing calls to lift the nuclear ban, which could attract investment and spark broader discussions. Despite political nuances, Keller’s portfolio remains globally focused and leveraged to tech and sustainability drivers. Read more here on The Australian Financial Review: https://lnkd.in/gNu7wHZH #NuclearEnergy #Uranium #CleanEnergy #ASX #Investment #AI #DataCentre

Todd Warren, Portfolio Manager of Tribeca 2050 Strategy, discusses recent shifts in his fund, which is increasing exposure to liquid assets related to the energy transition, such as uranium and copper. He highlights Boss Energy, an ASX-listed uranium stock, as undervalued and well-positioned due to rising global demand for nuclear power, driven partly by tech giants seeking clean energy solutions for data centers. Boss Energy, which is operating in stable jurisdictions, is one of the most shorted stocks on the ASX, making it a potential candidate for a short squeeze if market sentiment shifts. Warren also sees positive signals in China’s stimulus measures, which aim to stabilize local government debt and boost consumer confidence. Additionally, he recommends Saké Restaurant in Sydney and "The Howie Games" podcast for its engaging interviews. Read more here: https://lnkd.in/gx8YFSbT The Australian Financial Review #EnergyTransition #Uranium #Copper #NuclearEnergy #ASX

John Stover Portfolio Manager of Tribeca Asia Credit Fund, shares his cautious approach to risk amid recent Federal Reserve rate cuts, emphasizing a balanced allocation between Investment Grade (IG) and High Yield (HY) assets. He notes that while rate cuts benefit IG bonds, he may gradually increase exposure to HY investments over the next year, though he remains cautious about a potential U.S. recession. Stover’s strategy involves unique HY sectors such as Indian renewable energy and Indonesian real estate, often avoided by other managers, and is supported by protective hedges like credit default swaps. This approach has yielded over 15% annually in recent years with low volatility, balancing income generation and capital appreciation. Read more here: https://lnkd.in/g3e6W8Tc Livewire Markets #Tribeca #Investment #Asia #Credit #Yield #Income

We're #hiring a new Analyst, Corporate Advisory in Sydney, New South Wales. Apply today or share this post with your network.

We're #hiring a new Analyst, Corporate Advisory in Sydney, New South Wales. Apply today or share this post with your network.

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.