Tribeca Investment Management

About Tribeca Investment Management

Tribeca Investment Partners was incorporated as an employee-funded private company in September 1998.

Tribeca Investment Management (Tribeca) staff hold the majority stake in the business with the remaining stake owned by Grant Samuel Funds Management (GSFM), which was purchased in May 2008.

GSFM was established in 2007 and is a subsidiary of the Grant Samuel Group. GSFM has also been appointed the sole external distribution partner to Tribeca.

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Funds managed

Key personnel

David Aylward, Portfolio Manager (Small Cap) and Managing Director

With over 23 years investment management experience, David has managed the Tribeca Small Cap strategy since inception in 1999 through a variety of share market cycles. David co-founded Tribeca Investment Partners (formerly Jenkins Investment Management Pty Ltd) in 1998, and was Head of Equities until he became Managing Director in July 2004.

Prior to joining Tribeca David held positions of Associate Director and Senior Research Analyst/Head of Stock Research with Henderson Charlton Jones Limited and investment analyst roles with Lance Jones Limited and Pacific Mutual Australia (Armstrong Jones).

David has completed a FINSIA Diploma in Financial Markets and is a graduate of the Australian Institute of Company Directors.

Lachlan Drummond, Portfolio Manager (Small Cap) and Analyst

Lachlan has more than 20 years investment experience and joined Tribeca Investment Partners in September 2007 as Portfolio Manager, working closely with David Aylward on the Small Companies portfolio. He is also responsible for stock research covering large, mid and small cap stocks in various sectors.

Before Tribeca, Lachlan spent over 20 years with Credit Suisse and its predecessors, including four years as Head of Small Cap Research and Deputy Head of Equities Research. Prior to this, Lachlan was a top rated media analyst and earlier had covered a broad range of sectors including insurance, banking, building materials and food and beverage.

Before moving to the broking industry, Lachlan had a successful career as a financial journalist, working on The Australian, The Australian Financial Review and The Sydney Morning Herald, as well as in London with The Financial Times.

Why Advance selected Tribeca

We like Tribeca's ability to add value through detailed bottom-up stock research while managing the risk drivers of their portfolio. We also favour their comprehensive and systematic valuation approach for the construction of a strong risk adjusted portfolio. We believe that Tribeca's assessment of macro and micro risks through their Portfolio Characteristics Test further enhances the risk adjusted alpha potential as they minimise unintended and unrewarded risks within our portfolio.