Relative Return: Differentiating a small cap fund
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![image](https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/s--bKbEDn_d--/c_fill%2Cf_webp%2Cg_center%2Ch_480%2Cw_855/v1/Money%20Management/simon-brown-mm_mrzby0.jpg?itok=A1iWPGWv)
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.
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