“Ben Cleary’s bullish case for commodities over the next 3-5 years.”
His thesis is pretty simple: a decade of underinvestment across most commodities has created a demand/supply problem, with low levels of inventory around the world.
Read more here.
About Ben Cleary and Tribeca Global Natural Resources Strategy
Ben is the Portfolio Manager for the Tribeca Global Natural Resources Strategy which primarily invests in global equities and credit but also directly in commodities. Tribeca has been instrumental in corner-stoning more than $10bn of announced transactions in the natural resources sector over the last 15 years and works closely with financial advisors and companies directly. Ben is an experienced Cayman fund director and is currently a director of ASX-listed Tribeca Global Natural Resources Ltd (TGF: ASX).
Ben is based in Brisbane and holds a Bachelor of Economics from the University of Queensland, a Graduate Diploma in Applied Finance from FINSIA and is a member of the Australian Institute of Company Directors.