Relative Return: Differentiating a small cap fund


In this episode of Relative Return, hosts Charbel Kadib and Laura Dew speak to Simon Brown, co-portfolio manager at Tribeca, about small cap performance and how he differentiates his fund.
Listen as they discuss:
- How the fund has achieved outperformance in an underperforming asset class.
- The “survivorship bias” in the fund’s 22-year tenure.
- The Tribeca Australian Smaller Companies Fund’s allocations.
- What he enjoys about working as a fund manager.
- Opportunities the fund is seeing in the energy transition.
Recommended for you
In this episode of Relative Return, James Harwood, senior portfolio manager at Russell Investments, joins host Phil Tarrant to discuss the burgeoning ETF space and how the asset class can form part of an investment portfolio.
In this episode of Relative Return, host Keith Ford speaks to the managing partner of Metrics Credit Partners, Andrew Lockhart, about the benefits of private markets exposure in a diversified investment portfolio.
Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space.
In this episode of Relative Return, host Charbel Kadib speaks to Steven Tang and Damien Hennessy of Zenith Investment Partners about portfolio construction and asset allocation.
COMMENTS