The surprise in the current reporting season is not that earnings are coming in better than expected, but that investors didn’t see it coming.

Read Jun Bei Liu’s article in the AFR

Jun Bei Liu

Jun Bei Liu is the Portfolio Manager of Tribeca’s Alpha Plus Fund. She is a passionate, motivated, and dedicated investment manager having built an 18-year career at Tribeca, starting as an equity analyst in 2005 and spending several years as a Portfolio Manager, before taking over the Alpha Plus Fund in 2019.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.