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, sharing perspectives on how investors should approach complex jurisdictions such as Venezuela. The discussion emphasises the importance of rigorous research, firsthand diligence and a clear-eyed assessment of both opportunity and risk when navigating politically sensitive and operationally challenging markets.
Ben’s inclusion reflects his role as a thoughtful voice in global resources investing, particularly in environments where informed judgment, patience and discipline are critical to long-term outcomes.
Read more here on WSJ: Hedge Funds Get Ready for the ‘Donroe Doctrine’ Trade