Tribeca Resources Fund hits paydirt with 20 per cent gain

The Australian hedge fund has gained 20 per cent in 2016 by betting on miners of lithium, cobalt, graphite and gold.

Summary: The Tribeca Global Natural Resources Fund has returned 20 per cent so far in 2016, taking long and short positions in resource stocks through a detailed quantitative process of ranking individual companies in the context of global supply and demand for commodities. The fund is positive on specialty metals like graphite and lithium, but less convinced on the long term ability of big players like BHP and Rio to manage debt and balance sheets.

Key take out: Portfolio manager Ben Cleary is interested in specialty metals, confident on gold stocks and bleaker on the long term prospects of the bigger miners like BHP and Rio.

Key beneficiaries: General investors. Category: Shares.

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