Guy Keller, Portfolio Manager of the Nuclear Energy Opportunities Strategy, had the privilege of being featured as AFR’s ‘Monday Fundie.’ He shares insights into the uranium sector’s volatility, emphasizing the importance of long-term fundamentals over short-term...
Todd Warren, Partner at Tribeca Global Natural Resources Strategy (ASX: TGF), shares valuable insights on the evolving landscape of global commodities in Livewire Markets' 2025 Outlook Series. With the new Trump Administration's 'drill, baby, drill' energy agenda in...
“The nuclear energy sector, and uranium in particular, is experiencing a historic run. After more than a decade of underinvestment, the stars are aligning for this critical energy source.” As highlighted in Guy Keller’s article on The Australian Financial Review, we...
Asia hedge funds saw a remarkable rebound in 2024, with many funds posting biggest annual returns since the pandemic as China's stock market recovered and Japan's equities flourished. John Stover, Portfolio Manager of the Tribeca Asia Credit Fund, reported significant...
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