In this episode of Relative Return, hosts Charbel Kadib and Laura Dew speak to Simon Brown, co-portfolio manager at Tribeca, about small cap performance and how he differentiates his fund.

Listen as they discuss:

  • How the fund has achieved outperformance in an underperforming asset class.
  • The “survivorship bias” in the fund’s 22-year tenure.
  • The Tribeca Australian Smaller Companies Fund’s allocations.
  • What he enjoys about working as a fund manager.
  • Opportunities the fund is seeing in the energy transition.

Listen to the podcast on Money Management

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