Notas del episodio
Todd Warren is a Partner and Head of Research for Tribeca Investment Partners. Tribeca is a global investment manager with multiple strategies across equities, credit, carbon, and Global Natural Resources. Join us as Todd unpacks strategies in which he specializes. These include their Listed Resources fund TGF, their unlisted main fund The Tribeca Global Natural Resources strategy, the 2050 Strategy, the Kimberley Syndicate, and The Nuclear Energy Opportunities Strategy, which is currently having its time in the sun averaging 40.96% over 5 years, 34.9% over 3 years, 35% over 1 year, and averaging 31.43% the past 6 months (As of time of recording).
For me, I really enjoyed hearing Todd's thoughts on what's currently driving global resources, where he sees global resources going, and how they are investing in Lithium, Natural Gas, Coal ...