MONEY MASTERS

Tribeca: Alpha Plus Fund

Sean Fenton. portfolio manager Tribeca Investment Partners

The Tribeca Alpha Plus Fund combines a number of different investment approaches as part of the fund’s thorough market analysis. This Money Masters course with Sean Fenton will give you insights into how the fund can assist most investors to reach their goals, the fee structures associated with the fund and the tax implications behind it.

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What you'll learn /

The Tribeca Alpha Plus Fund masterclass with Sean Fenton will give you insights into:

 

The investment style that informs the Tribeca Alpha Plus Fund
The ideal investment horizon individuals should consider for this fund
How the fund can assist most investors in reaching their goals
The fee structures and tax implications behind the Tribeca Alpha Plus Fund

About the expert /

Sean Fenton /

portfolio manager Tribeca Investment Partners


Sean Fenton joined Tribeca in 2004 as portfolio manager for a long only Australian equity fund and was also involved in stock research for various sectors. He has been responsible for portfolio management of the Tribeca Alpha Plus Fund since its inception in September 2006, where he has brought together his experience in quantitative and fundamental research to create the unique investment process employed by the fund. Prior to joining Tribeca, Sean spent seven years with AMP Capital Investors in Active Quant Funds, a style neutral fund achieving second quartile returns between 1997 and 2004.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

Snapshot

Sean Fenton joined Tribeca in 2004 as portfolio manager for a long only Australian equity fund and was also involved in stock research for various sectors. He has been responsible for portfolio management of the Tribeca Alpha Plus Fund since its inception in September 2006, where he has brought together his experience in quantitative and fundamental research to create the unique investment process employed by the fund. Prior to joining Tribeca, Sean spent seven years with AMP Capital Investors in Active Quant Funds, a style neutral fund achieving 2nd quartile returns between 1997 and 2004.

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01.
Overview

Fund philosophy

The Tribeca Alpha Plus Fund has a unique investment philosophy that combines a range of investment techniques and leverages off the strengths of a number of different investment approaches.

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02.

Fund objectives

The Tribeca Alpha Plus Fund aims to outperform the ASX 200 Accumulation Index by 5-6 per cent per annum, before fees.

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03.

Fund evolution

The Tribeca Alpha Plus Fund has the ability to adapt to subtle shifts in the market and behaviours of market participants, as well as find new sources of information.

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04.

The team

The team behind the Tribeca Alpha Plus Fund are experts in their sectors, which enables the group to cover a range of different stocks and sectors for Tribeca’s range of funds.

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05.
Structure and objectives

Unique aspects of the fund

The Fund uniquely blends fundamental and quantitative strategies to identify investment opportunities and generate returns above the benchmark.

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06.

Performance objectives

Portfolio construction rules ensures the investment team only takes risks when it has sufficient information about a stock; the rules ensure a good spread of risk across the different investments in the portfolio.

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07.

Fees and returns

The performance fee with a high water mark ensures the investment team is incentivised to create value for clients, and aligns the team’s objectives with those of its clients.

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08.
Best suited for

The ideal investor

The Tribeca Alpha Plus Fund is appropriate for a range of different investment objectives.

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09.

Key considerations for investors

The Tribeca Alpha Plus Fund generally takes greater risks than the average active manager to achieve its investment returns; as such, investors should consider investment for a minimum of five years.

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10.

Performance indicators

Coming up to its 10th anniversary, the Fund has outperformed its benchmark in eight of those years, across a range of market conditions (note: past performance is not a reliable indicator of future performance).

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11.

Test yourself /