8 November 2010 14:00
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 demand for AI driving data centre construction might be “insatiable”, but the chief investment officer of the $166 billion UniSuper thinks that investors could be taking on technology debt and misreading the regulatory tea leaves as they rush to buy digital infrastructure.
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