Ben Cleary on Why Tribeca has just gone Activist on Glencore (BONUS EP)

This is a bonus episode today Money Miners. Matty managed to come into the studio early on his birthday for it too. It's juicy - Tribeca has gone activist on Glencore and Ben Cleary has dialled in. Ben is portfolio manager of the natural resources fund at Tribeca Investment Partners and outlines why they’ve launched an activist campaign on mining & trading giant Glencore (GLEN). He pulls apart the thesis, centred on not demerging any assets, listing on the ASX, revitalising capita...