Lonsec upgrades the PAN-Tribal Global Equity Fund

As a result of Lonsec’s in-depth Global Equity review process, it has upgraded its rating of the Pan-Tribal Global Equity Fund.

Lonsec’s research report noted:

“Lonsec believes the Manager has a strong investment philosophy underlying its investment process, based around finding durable businesses with expanding earnings and investing in them at ‘value’ prices for the long term. That this has remained consistent since the firm started in 1969 through a number of market cycles is also viewed positively.”READ MORE

New Board member for Pan-Tribal

Pan-Tribal is pleased to announce the appointment of Mr Peter Kerr OAM to its Board. Peter is a partner of Kemp Strang Lawyers and is currently a director of the Physiotherapy Board of Australia and Australian Kookaburra Kids Foundation.READ MORE

Season’s Greetings

The Pan-Tribal team wish you and your family a Merry Christmas and a healthy, happy and successful year ahead.

Pan-Tribal’s office will be closed from 24 December through to Monday 9 December, although the team will be contactable via phone and email. It will be business as usual for our registry service; applications will be processed and unit prices struck and updated on our website on business days during this time.

Stay safe over the festive period and we look forward to working with you in 2017.

Zenith upgrades Pan-Tribal Global Equity Fund

After recently celebrating its second anniversary, the Pan-Tribal Global Equity Fund (the Fund) has been upgraded to ‘Recommended’ by Zenith Investment Partners (Zenith).

The research house has closely followed the Fund’s progress since inception, and as part of its recent ‘International Equity – Global (Unhedged)’ sector review, visited the sub-investment manager, Davis Advisors, in New York.READ MORE

Ken Jiang joins Pan-Tribal team

Pan-Tribal Asset Management is pleased to announce the expansion of its Key Account Team with the appointment of Ken Jiang to the role of Key Account Manager – NSW. This is one of two key Sydney-based appointments, the second of which will be announced in the coming weeks.READ MORE