Author:Sarah Angliss

PAN-Tribal Expands Distribution Team

PAN-Tribal Asset Management is pleased to announce the appointment of Dane Cuthbert to the role of Key Account Manager NSW/ACT.

Dane joins David Myers (VIC/SA/WA), Nick Baring (VIC/TAS), Matthew Mantle (QLD) and Mark Aufderheide (NSW/ACT) in leading the distribution effort across PAN-Tribal’s product offerings.

Dane joined PAN-Tribal in 2021 having spent the past 6 years working in Business Development and Account Management for the BT Financial Group and more recently with Fidante Partners.

Leveraging his strong understanding of investments Dane has successfully built strong relationship with a diverse range of clients. Dane has a Bachelor of Business (Majoring in Economics) and has successfully completed Level 1 & 2 of the CFA Certificate.

If you would like to learn more about the PAN-Tribal product offerings which include the ATLAS Infrastructure Australian Feeder Fund, the Barwon Global Listed Private Equity Fund AF and the PAN-Tribal Global Equity Fund, please feel free to contact Dane on 0448 534 418 or dane.cuthbert@pantribal.com.au.

Article of Interest: Staying Private for Longer

The Barwon Global Listed Private Equity team have shared their thoughts on the growing trend amongst companies to stay private for longer.

Traditionally, a company would appear to have “made it” when the founders were able to ring the bell when listing in the public market via an initial public offering (IPO). Fast forward to today and we are seeing a huge change in the investment landscape with companies staying private for much longer and delaying their IPO.

To read their insights to know why this trend has arisen and how it has benefited companies and early stage investors, please click here.

 

For more information on the Barwon Global Listed Private Equity Fund AF, please click here.

ATLAS Infrastructure awarded Recommended Rating by Zenith Investment Partners

We are extremely pleased to announce that Zenith Investment Partners has awarded a Recommended rating to the ATLAS Infrastructure Australian Feeder Fund.

ATLAS Infrastructure (ATLAS) was established in 2016 with the backing of Global Infrastructure Partners (GIP), one of the world’s largest direct infrastructure investors. As at February 28 2021, ATLAS had amassed funds under management (FuM) of A$1.9 billion. In the Australian market ATLAS has chosen to work with PAN-Tribal Asset Management as its distribution partner.

Hedged and Unhedged classes of the Fund are currently available via 12 different platforms:

  • Asgard
  • BT Panorama
  • BT Wrap
  • HUB24
  • Macquarie Wrap
  • Mason Stevens
  • MLC Wrap
  • Navigator
  • netwealth
  • OneVue
  • Powerwrap
  • Praemium

 

“Zenith has a favourable view of the well-resourced team and investment process including the detailed climate policy scenario modelling. Overall, Zenith believes that ATLAS’ approach to ESG within the investment process is comprehensive, which represents a point of difference relative to peers.”

“Zenith notes that ATLAS’ approach is more systematised and comprehensive than peers and goes one step further with the scenario analysis. Effective as at February 28 2021, the Fund has outperformed the Zenith assigned benchmark over the short term and since inception. This performance sees the Fund in the first quartile of the peer group, outperforming the median manager.”

To view the media release, please click here.

 

Important information

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned March 2021) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/Regulatory Guidelines.

ATLAS Infrastructure wins Morningstar Australia Award!

We’re delighted to announce that ATLAS Infrastructure is the winner of Morningstar Australia’s Fund Manager of the Year: Undiscovered Manager for 2021.

The Undiscovered Manager award recognises managers or specific funds with strong investment merit that Morningstar considers worthy of bringing to the market’s attention. The manager may be newer to the broader market but has a successful track record offshore or in the institutional space.

Morningstar Australia noted that ATLAS’ strategy, with strong growth in the institutional space, is worthy of attention from investors looking to allocate to infrastructure commenting that “an experienced team spread between London and Sydney forms the bedrock of this promising strategy.”

In accepting the award, David McGregor, Partner, thanked his fellow team members at ATLAS for all their hard work during what has been a challenging year and also extended his gratitude to their existing investors for their support and to PAN-Tribal who have come onboard over the last 12 months.

The ATLAS Infrastructure Australian Feeder Fund is currently available on the following platforms: Asgard, BT Panorama, BT Wrap, HUB24, Macquarie Wrap, Mason Stevens, MLC Wrap, Navigator, netwealth, OneVue, Powerwrap, Praemium, and uXchange.

 

For more information regarding the award or ATLAS Infrastructure, please contact:

Colin Woods Chief Executive Officer
E: colinwoods@pantribal.com.au
M: 0410 499 357

David Myers Key Account Manager (VIC/SA/WA)
E: david.myers@pantribal com.au
M: 0413 051 376

Matthew Mantle Key Account Manager (QLD)
E: matthew.mantle@pantribal com.au
M: 0408 451 549

Mark Aufderheide Key Account Manager (NSW/ACT)
E: mark.aufderheide@pantribal.com.au
M: 0408 847 211

Nick Baring Key Account Manager (VIC/TAS)
E: nick.baring@pantribal.com.au
M: 0457 520 297

To read Morningstar’s press release announcing the winners, click here.

 

Important Information

Morningstar Awards 2021©. Morningstar, Inc. All Rights Reserved. Awarded to ATLAS Infrastructure for Fund Manager of the Year: Undiscovered Manager, Australia.

A Q&A with our Portfolio Manager, Danton Goei

Danton Goei of Davis Advisors, Portfolio Manager of the PAN-Tribal Global Equity Fund, recently provided us with a snapshot across the many facets of the Fund – from the Fund’s current positioning, to portfolio construction, recent portfolio changes, and investing in China.

To read the Q&A with Danton Goeiclick here.

The wisdom of great investors

We are pleased to provide you with access to a series of videos featuring Chris Davis, Chairman, Portfolio Manager and Analyst from Davis Advisors. The PAN-Tribal Global Equity Fund was launched in 2014, with Davis Advisors as the Sub Investment Manager, responsible for the day to day investment management of the Fund.READ MORE

 

The following information has been prepared by PAN-Tribal Asset Management for use by Sophisticated Investors / Wholesale Clients and Investment Professionals only. No account has been taken of the investment objectives, financial situation or particular needs of any particular person. Information is provided for general information purposes only and does not contain investment recommendations nor provide investment advice, nor is it intended to take the place of professional advice. Investors should not take action in reliance on information contained on this website.

 

Past performance information provided on this website is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of PAN-Tribal, its related bodies or associates, nor any other person, guarantees the repayment of capital or the performance of the Fund(s) or any particular returns from the Fund(s). No representation or warranty is made concerning the accuracy of any data contained on this website.

 

I have read the important information above and confirm that I am a Sophisticated Investor / Wholesale Client (as defined under the Corporations Act) and/or Investment Professional and that I wish to proceed.