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Season’s Greetings

All the best to you and your family for a Merry Christmas, and a healthy, happy and successful year ahead from the team at PAN-Tribal Asset Management.

PAN-Tribal’s office will be closed from 21 December through to Monday 14 January. However, it will be business as usual for our registry service; applications will be processed and unit prices struck and updated on the website on business days during this time.

Stay safe over the festive period and we look forward to working with you in 2019.

PAN-Tribal Global Equity Fund upgraded!

As we prepared to celebrate the PAN-Tribal Global Equity Fund’s fourth birthday, research house Zenith Investment Partners announced it had upgraded the Fund’s rating to Highly Recommended.READ MORE

The wisdom of great investors #4

“Far more money has been lost by
investors trying to anticipate corrections,
than lost in the corrections themselves.”

 

Peter Lynch
Legendary Investor & Author

 

In this fourth of a series looking at the wisdom of great investors, we focus on the perils of trying to time the market.READ MORE

The wisdom of great investors #3

“There is always something to worry about and a hundred reasons not to invest. Those who abandon stocks because of fear or uncertainty may pay a tremendous price. History has shown that a diversified portfolio of equities held for the long term has been the best way to build real wealth.”

 

Shelby M.C. Davis
Legendary investor and founder of Davis Advisors

 

In this third of a series looking at the wisdom of great investors, we focus on the importance of taking a long-term approach to investing in equities.READ MORE

The wisdom of great investors #2

“Emotions can wreak havoc on investor returns. Keeping them in check is critical to building long-term wealth.”

 

Charles Munger
Vice-Chairman, Berkshire Hathaway

 

In this second of a series looking at the wisdom of great investors, we focus on the impact that emotional decision making can have on investment outcomes.READ MORE

The wisdom of great investors #1

“A market downturn doesn’t bother us. It is an
opportunity to increase our ownership of
great companies with great management at
good prices.”

 

Warren Buffett
Chairman, Berkshire Hathaway

 

In this first of a series looking at the wisdom of great investors, we focus on market corrections and how they can be an opportunity for the patient, long-term investor.READ MORE

Q&A with Peter Sackmann

Peter Sackmann, CFA, analyst, and portfolio review committee member at Davis Advisors (Davis) visited Australia recently. During this time we asked him some questions about recent market volatility, China, trade tariffs and where Davis currently sees investment opportunities.

To read the Q&A, click here.

PAN-Tribal Global Equity Fund takes the award!

We’re delighted to announce the PAN-Tribal Global Equity Fund is the winner of the Money Management/Lonsec Fund Manager of the Year Award – Global Equity (Large Cap) – 2018.

The Fund Manager of the Year Awards recognise excellence across the funds management industry; research house Lonsec uses a three-step process to select finalists and the winner in each category:READ MORE

Award nomination – for the second year running!

Money Management has just announced the finalists for its 31st annual Fund Manager of the Year Awards…and for the second year in a row, the PAN-Tribal Global Equity Fund has been shortlisted as one of three finalists in the Global Equity – Broad Cap category.

The Fund Manager of the Year Awards recognise excellence across the funds management industry; finalists and winners are determined by Lonsec, based on a rigorous selection process. Lonsec employs a blend of its proprietary forward looking qualitative research approach, overlaid with a quantitative, performance-based filter. The result? The funds that Lonsec believes are ‘best of breed’ in each category.

In commenting on the nomination, CEO Colin Woods said, “I am delighted the Fund has once again been recognised amongst its peers.”

“It has performed very well since it was launched just over three years ago, and it’s pleasing to see the traction it is getting with a growing number of dealer groups and platforms.”

The awards night will be held on 10 May 2018.