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.