Tribeca Global Natural Resources Limited
(ASX: TGF)
Investment Strategy
Board of Directors
Rebecca O’Dwyer
Rebecca O'Dwyer has 15 years of financial services experience working in Australia and UK, in addition to four years professional experience as a mining engineer. She worked for eight years as Senior Mining Analyst with Colonial First State Global Asset Management and...
Bruce Loveday
Bruce Loveday has extensive experience in the financial services industry both in Australia and overseas. He has been CEO of several funds management businesses (in Australia and the United States) and has held senior executive positions in banking, mining,...
Nicholas Myers
Nicholas Myers has extensive experience in the resources industry as a senior executive and General Counsel in a number of major resources companies, and is currently General Counsel, Chief Risk Officer and Head of Internal Audit at MMG Limited. Nick’s expertise is in...
Corporate Governanace
Please click on the links below to access the following Corporate Governance related documents.
Constitution
Privacy Policy
Prospectus
Governance Charter
Governancy Statement
Whistleblower Policy
DRP Booklet
Frequently Asked Questions
What is the investment strategy
What is the investment strategy
The Company deploys an active long/short investment strategy that seeks to benefit from the inherent volatility in the Natural Resources Sector. The Manager may invest globally, throughout capital structures and across businesses within the global Natural Resources Sector (what the Manager refers to as the “value chain”)
What are the investment objectives
What are the investment objectives
The Company’s investment objectives are to generate a compound annual return in excess of 15% (after all fees and expenses) to Shareholders over the long term and preserve capital. The Manager and the Company consider the long term to be a period of more than 5 years. This is not intended to be a forecast; it is merely an objective of the Company. The Company may not be successful in meeting this objective.
What investments are permitted
What investments are permitted
The Company’s Investment Guidelines permit investments in the following financial products and instruments: Natural Resources Securities, Credit Positions, Commodity Positions and Cash and Cash equivalents. The Company may invest in Exchange Traded Derivatives and Over-the-counter Derivatives including options, futures, swaps, currency, currency forwards, contracts for difference, and credit default exposures, and related instruments. The Company may use Derivative instruments for risk management purposes and to take opportunities to increase returns.
Will the company pay a dividend
Will the company pay a dividend
The Company intends to pay dividends, franked to the maximum extent possible, from available profits as well as realised gains on the sale of investments to the extent permitted by law and within prudent business practice. The Company may not be successful in meeting this objective.
Investing in TGF
How do I invest
TGF shares are bought through a sharebroker on the Australian Securities Exchange (ASX) just as you would buy shares in other ASX-listed companies.
How do I divest
TGF shares are sold through a sharebroker on the Australian Securities Exchange (ASX) just as you would sell shares in other ASX-listed companies.
Can I reinvest my dividends?
TGF offers a Dividend Reinvestment Plan (DRP) where shareholders can reinvest their dividends without incurring brokerage costs.
How do I notify a change of address
If your shares are CHESS Sponsored (Holder Identification Number (HIN) starting with ‘X’) you will need to advise your broker who will arrange for the change to be noted on Argo’s share register.
If your shares are Issuer Sponsored (Shareholder Reference Number (SRN) starting with ‘I’) you will need to contact TGF’s share registry, BoardRoom Pty Limited.
Fee Structure
What is the fee structure of the Manager
The Manager is entitled to be paid a Management Fee equal to 1.5% (plus GST) per annum of the Value of the Portfolio (calculated monthly and paid at the end of each month in arrears). In addition to the Management Fee, the Manager is entitled to a fee (Performance Fee) equal to 20% (plus GST) of the Portfolio’s performance over each 6-month period subject to a high-water mark.