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Navigating Geopolitics in Global Resources

Navigating Geopolitics in Global Resources

As global investors reassess geopolitical risk and opportunity, markets that have long sat on the sidelines are beginning to attract renewed analytical attention. A recent article features Ben Cleary, Portfolio Manager of the Tribeca Global Natural Resources Fund,...

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Ben Cleary on Navigating Venezuela’s Resource Shift

Ben Cleary on Navigating Venezuela’s Resource Shift

In a recent feature by Bloomberg journalist David Ramli, Tribeca’s Global Natural Resources portfolio manager Ben Cleary takes center stage in an analysis of how seasoned, active investors are approaching Venezuela at a moment of profound transition. The article...

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Todd Warren on Shifting Hedge Fund Energy Positioning

Todd Warren on Shifting Hedge Fund Energy Positioning

Tribeca’s Todd Warren was recently featured in The Economic Times, discussing the shifting dynamics of hedge fund energy positioning. With shorts in solar being unwound and skepticism rising around oil, many managers are reassessing where true risk and opportunity sit...

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