Zenith Investment Partners has just released its 2017 Australian Shares – Long Short Sector Review. As part of its review of funds in this sector, Zenith reaffirmed the Recommended rating of the Tribeca Alpha Plus Fund Class A – Grant Samuel Tribeca Alpha Plus Units.
In commenting on the Fund, Zenith’s report notes:
“The Fund uses an active extension strategy that typically invests 140% long and 40% short. Zenith believes the Fund’s blended process is appealing and should enable the Fund to achieve its return objectives.”
“While most fundamental managers use quantitative processes as a screening mechanism, Tribeca has incorporated it into most aspects of its investment process. Zenith believes this approach should help to eliminate the weaknesses of both approaches while amplifying their strengths.”
“Zenith believes the portfolio construction process is sound and enables Tribeca sufficient flexibility capitalise on the best long or short opportunities within a controlled framework in order to achieve the investment objectives of the Fund.”
For a copy of the report, please contact your key account manager.
The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned May 2017) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at https://www.zenithpartners.com.au/RegulatoryGuidelines