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Tribeca Alpha Plus Fund - Class A Units (0P000099XK)

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1.508 +0.020    +1.66%
07/05 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 257.29M
Type:  Fund
Market:  Australia
Issuer:  Grant Samuel Fund Services Limited
ISIN:  AU60ETL00691 
Asset Class:  Equity
Grant Samuel Tribeca Alpha Plus Fund 1.508 +0.020 +1.66%

0P000099XK Overview

 
On this page you'll find an in-depth profile of Tribeca Alpha Plus Fund - Class A Units. Learn about the key management, total assets, investment strategy and contact information of 0P000099XK among other information.
Category

Equity Australia Large Blend

Total Assets

257.29M

Expenses

Inception Date

Sep 18, 2006

Investment Strategy

The fund uniquely blends fundamental and quantitative strategies to develop opportunities to generate alpha. This strategy generates concentrated and uncorrelated alpha from fundamental investing; improving on alpha derived from the breadth of the quantitative process.

Contact Information

Address 25 Bligh Street
Sydney,NSW 2000
Australia
Phone +61 02 9640 2600
Fax +61 02 9640 2640

Top Executives

Name Title Since Until
Jun-Bei Liu - 2019 Now
Biography Jun Bei Liu is the Portfolio Manager of Tribeca’s Alpha Plus Fund. Since taking over sole responsibility for managing the Fund, she has quadrupled AUM. 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. Jun Bei completed a commerce degree at the University of NSW, followed by a number of additional finance credentials including GAICD and CFA. She is a prolific contributor to Australia’s financial services sector, writing a regular column for the AFR and making frequent appearances for key media outlets and as a speaker at industry events. Jun Bei enjoys sharing her knowledge and love for markets with investors and promotes the growth of like-minded females within the financial services community by providing mentor opportunities and serving on the advisory committee for Australian Student Asset Management. Jun Bei is a TEDX speaker, has been appointed as a Core Fund Manager for Hearts and Minds Investments Ltd (HM1) and volunteers for the Raise Foundation Board. She is fluent in Mandarin and English, only learning English as a 16-year-old, when she emigrated to Australia from China.
Sean Fenton - 2006 2019
Biography "Sean is Managing Director and Founder of Sage Capital. Sean is a highly experienced fundamental and quantitative investor, with more than 20 years industry experience managing Australian equity investment mandates. Sean is a career portfolio manager and equities investor. Prior to founding Sage Capital in June 2019, Sean was Portfolio Manager at Tribeca Investment Partners for 14 years where he managed the Alpha Plus long/short fund since its inception in 2006. Prior to Tribeca, Sean spent seven years at AMP Capital as a Senior Portfolio Manager co-managing the quantitative equities fund. Sean commenced his investment career at Credit Suisse where he spent four years evaluating companies (sell side) and providing equity strategy research. Sean holds a Bachelor of Commerce (Finance) with First Class Honours from the University of New South Wales and is a Graduate of the Australian Institute of Company Directors. "
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