08/11/2010
Tribeca has about $200 million in its main small-cap fund and discrete mandates.
Grant Samuel is a large minority shareholder in the staff-controlled firm and acts as its retail distributor. Grant Samuel also represents global manager Epoch Investment Partners, which also has a global small-cap fund available for Australian investors.
The outgoing chief investment officer of AustralianSuper Mark Delaney said one of the biggest regrets he will have as he leaves the $410 billion fund is not going overweight on the AI and digital thematic in public markets sooner, as the nation’s most powerful allocator reflects on the investment case of the technology sector in the superannuation summit in New York last week.
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