In the summer of 2021, John Stover, Portfolio Manager of Tribeca Asia Credit Fund, identified early signs of trouble in China's property sector, particularly with Evergrande, one of its largest developers. As concerns grew, Stover swiftly reduced the fund's exposure...
Guy Keller, Portfolio Manager of Tribeca Nuclear Energy Opportunities Strategy, highlights the significant investment potential in data centres and nuclear energy, driven by the rising demand for AI technologies. He emphasizes that AI-driven data centres require...
Recently, Todd Warren, Portfolio Manager of Tribeca’s 2050 Strategy & Head of Research for the Global Natural Resources Strategy, participated in a panel discussion at The Natural Resources Matinée, hosted by Investability IR. The discussion covered Todd and the...
We were privileged to host an exclusive luncheon with prominent industry leaders and clients, discussing the emerging power challenges posed by AI and Data Centres, and the pivotal role that nuclear power can play in providing carbon-free baseload energy. Ragavan...
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