Tribeca’s David Aylward on Maas Group, gold, and his 'opportunistic, style neutral' approach
The $3.4 billion fundie on how making small decisions has helped him avoid big mistakes — and his growing exposure to gold.
Tribeca Investment Partners’ David Aylward struggles to recall a single moment or company that has gone wrong for him since he set up shop in 1998. But he has learned not to fall in love too quickly.
In the years since, he’s brought in a new chief executive to run the shop day-to-day so he can focus on investing, and has grown the fund to oversee some $3.4 billion in investments.
Aylward describes himself as an “opportunistic style-neutral investor” who believes his edge is being able to obtain and leverage information that nobody else has on companies or sectors that nobody else is really playing in.
Speaking to Capital Brief for Past Performance, a Q&A series with top investors about their mistakes, contrarian bets and what lies ahead, Aylward said that he had mostly been able to avoid making big mistakes by only making small decisions.
