Relative Return: Differentiating a small cap fund

An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "Relative Return: Differentiating a small cap fund" was published on November 2, 2023 and runs 27 minutes.

November 2, 2023 ·27m · Wealth Management Podcast Network

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Episode Description

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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