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Tribeca Investment Partners
David Sokol established Tribeca Investment Partners in Sydney in 2000, initially as an Australian equities boutique.
Tribeca Investment Partners
David Sokol established Tribeca Investment Partners in Sydney in 2000, initially as an Australian equities boutique. The firm has since expanded its mandate to include global equities and natural-resources strategies, though Australian small and mid-cap stocks remain its core focus area (public record). Tribeca runs a concentrated long-short equity strategy, typically holding 20–40 positions across its flagship fund. The investment team relies on bottom-up fundamental research, often visiting portfolio companies and building channel checks. Confirmed positions have included select Australian mining and energy names, reflecting the firm's willingness to invest in cyclical sectors (per Morningstar, 2023). Geographic exposure centers on Australia with a smaller allocation to North America. The firm operates from offices in Sydney, Melbourne, and New York, and employs a team of approximately 30 investment professionals. In late 2023, Tribeca's flagship fund returned roughly 15% net to investors, outperforming the ASX Small Ordinaries index (per Australian Financial Review, December 2023). Tribeca does not manage a family-office vehicle separately; it is structured as an independent asset management firm. Tribeca's structural differentiator is its focus on Australian small-caps — a segment often under-covered by global managers — combined with a long-short flexibility that allows it to generate alpha in both directions. The firm's independence and concentrated portfolio align it more closely with a partnership than a traditional institutional manager.
General information
Firm type
Asset Manager
Year founded
2000
AUM
Undisclosed
Location
Region
Oceania
Country
Australia
City
Sydney
Corporate office
Sydney, Australia
Additional offices
Melbourne, Australia · New York, United States
Principals
David Sokol
Founder & Managing Director
Andrew Fowler
Chief Investment Officer
Sean Fenton
Portfolio Manager
Sector focus
Frequently asked questions
Who manages investment decisions at 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).
What is Tribeca's core investment strategy?
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).
Does Tribeca invest in companies outside Australia?
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).
What is Tribeca's fee structure?
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).
Is Tribeca owned by a larger financial group?
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).
Which sectors does Tribeca typically avoid?
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).
How does Tribeca compare to other Australian small-cap managers?
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).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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