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.
Global equities have driven most of MLC’s FY26 return so far, but its exposures to insurance-linked securities and “esoteric” credit have also put in the hard yards and helped the fund diversify beyond the AI thematic, according to chief investment officer Dan Farmer.
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