TRIBECA GLOBAL NATURAL RESOURCES LIMITED — Investor Relations & Filings

Tribeca Global Natural Resources Limited is a specialized investment entity focused on the global natural resources sector. The company employs a high-conviction, long/short investment strategy designed to identify and capitalize on opportunities across the commodity cycle. Its portfolio is concentrated in companies engaged in the exploration, development, and production of metals, energy, and soft commodities. Key areas of focus include base and precious metals, battery minerals, and energy transition materials. The investment process integrates fundamental bottom-up analysis with a top-down macroeconomic perspective to identify mispriced assets and structural trends. The mandate provides flexibility to invest across the capital structure in both listed and unlisted securities, targeting value creation through active management and specialized sector expertise.