Alpha Plus Strategy

Overview

The Tribeca Alpha Plus Fund targets outperformance over
the S&P/ASX 200 Accumulation Index over the long term
by investing in listed Australian equities (long and short).
The fund leverages off the strengths of both quantitative
and fundamental styles of investing. Quantitative
investing brings breadth and objectivity to the process by
exploiting behavioural biases in the market. Fundamental
investing gives depth of insight and conviction by
identifying high quality businesses with strong
fundamentals.

Portfolio Managers

Jun Bei Liu

Portfolio Manager
Sydney

...

Fund Facts

Asset Class Australian Equities
Style Active Extension
Currency AUD
Inception September 2006
Benchmark S&P /ASX 200 Accumulation
Index
Minimum Investment $25,000 Retail Class /
Institutional Class on application

Key Features

A blended
fundamental and
quantitative investment process

The fund’s active
extension structure is
designed to deliver a
more efficient higher
alpha

Target allocation of
150% long, 50% short

The fund has consistently outperformed its benchmark since its inception in 2006

Get in touch.

For further information please fill out the form below and the member of the Tribeca Investor Relations team will be in touch.

Retail Investors.

Retail investors are able to access the fund through GSFM Fund Management, our retail distribution partner, please click on the link below to access the fund page and application forms.