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.

{{content.question}}

Mastercard

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'An SMS verification code has been sent ...' }}

Hi {{ user.FirstName }}

Looks like you have already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to complete your SMS verification

We cannot send you a code via SMS to {{user.DayPhone}}

If you didn't receive SMS code please

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number to proceed...

Please check your mobile number below and press the Send Verification Code button. This will be used to complete your verification in the next step.

Please sign up for full access

Mastercard

Updating information

Please wait ...

Trial

Mastercard
{{ productPrice }} / day
( GST included )
Price $0
GST $0
Discount -{{productDiscount}}
TOTAL {{productPrice}}
  • Mastercard
  • Visa

Please click on the ACTIVATE button to finalise your membership

Mastercard

The email address you entered is registered with InvestSMART.

Please login or select "Don't know password"

Please untick this box when using a public or shared device


Register as a new member

(using a different email)

Related Articles