Tribeca Investment Partners

David Sokol is the founder and Managing Director, with Andrew Fowler serving as Chief Investment Officer. Portfolio decisions are made by a small team of portfolio managers, including Sean Fenton, who has been with the firm for over a decade (public record).

Tribeca runs a concentrated long-short equity strategy focused on Australian small and mid-cap companies. The team holds 20–40 positions at any time, using fundamental research and direct company engagement to identify mispriced stocks (per Morningstar, 2023).

Yes, though the majority of its portfolio is in Australian equities. The firm also manages a global equities fund and a natural resources strategy, which can include holdings in North America and other regions (public record).

Fee details are not publicly disclosed. The firm likely charges a management fee between 1.0% and 1.5% on its flagship fund, with a performance fee of 20%, which is standard for Australian long-short managers of its size (Altss estimate).

No, Tribeca Investment Partners is independently owned by its founding partners and senior management. It does not have a parent company or family office affiliation (public record).

The firm has no publicly stated exclusion list, but its long-short strategy avoids highly regulated sectors like utilities and large-cap monopolies, preferring competitive industries where stock-picking can add value (per Australian Financial Review, 2023).

Tribeca is one of the larger dedicated long-short small-cap managers in Australia, with a track record spanning over 20 years. Its concentrated approach differentiates it from many peers that run more diversified portfolios (public record).