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Emerging markets – a positive long term outlook

At a recent lunch presentation, Ashmore portfolio manager Edward Evans talked about the exciting investment opportunities available in Emerging Markets for the astute, disciplined investor.

Emerging markets (EM) have changed over the years. Where once EM represented just one percent of the MSCI All Countries World Index, it now represents 12 percent. Where the investment universe spanned just 10 countries, it now encompasses more than 27.READ MORE

The Ashmore Advantage

PAN-Tribal recently had the pleasure of hosting Ashmore’s Edward Evans, Portfolio Manager of the Ashmore Emerging Markets Equity Fund. It was great to return to live events and to have the opportunity to introduce our newest product to advisers. We’d like to share some insights from those lunches with you.

Emerging markets (EM) have complicated governance structures, evolving macroeconomics and immature institutions, which leads them to be dynamic, complex and their stocks volatile. This is good news because it creates significant market inefficiency and the potential for meaningful alpha generation. The important skill is being able to discern between the good companies – those that can sustain strongly positive returns – and the rest.READ MORE

Article of Interest: Private Equity and the Allocation Gap

Private equity investments are simply investments in private companies. There is a broad spectrum of private equity investment structures but typically it involves the PE manager (also known as a General Partner or sponsor) acquiring a controlling stake in a business.

The asset class has grown tremendously over the past 10 years as investors are increasingly attracted to its long-term nature and historic outperformance against public equity market benchmarks.

The Barwon Global Listed Private Equity team have shared their thoughts on this topic which you can read further by clicking here.

 

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

PAN-Tribal launches Emerging Markets Fund

We’re pleased to announce a collaboration with Ashmore Investment Management to deliver access to Emerging Markets opportunities to Australian investors. This has facilitated the recent launch of the Ashmore Emerging Markets Equity Fund.

Ashmore is an Emerging Markets specialist, managing A$123 billion in Emerging Markets assets across fixed income, equities and alternatives. Read more about Ashmore here.READ MORE

Season’s greetings

From all of us at PAN-Tribal Asset Management, warmest wishes to you, your family and your colleagues for a very happy Christmas. We hope you have the opportunity to take a break after what’s been another challenging year and we wish you a healthy, happy and successful year ahead.

PAN-Tribal’s office will close Wednesday 22 December and re-open on Monday 10 January. It will be business as usual for our registry service; applications will be processed and unit prices struck on business days during this time.

Stay safe over the festive period and we look forward to working with you in 2022.

Article of Interest: How the chase for yield is benefitting alternative asset managers in a BIG way

In a recent article, the Barwon Global Listed Private Equity team have discussed what has triggered the growth in alternative asset managers (AAMs) and why they are partnering with insurance companies.

With interest rates at historical lows and looking to stay that way for the foreseeable future, we are seeing many investors looking at AAMs as a source for higher income.

AAMs have had a strong performance this calendar year to date and whilst valuation multiples have clearly expanded, we believe the share price appreciation is supported by robust fundamentals, solid investment performance through the pandemic, and perhaps more importantly – an expanding total addressable market (TAM). One of the biggest areas of growth for a number of the large established AAMs has been partnerships with insurance companies. And specifically, in the area of annuities.

To read further on this, please click here.

 

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

ATLAS Infrastructure Shortlisted for 2021 Zenith Fund Awards

Zenith Investment Partners has just announced the finalists for its 2021 Zenith Fund Awards…and ATLAS Infrastructure has been shortlisted as one of three finalists in the Infrastructure category.

The Fund Awards recognise and encourage excellence in funds management across all asset classes and disciplines; finalists and winners are determined by Zenith, based on a rigorous selection process. Zenith awards are based on long-term factors derived from their extensive research and due diligence of fund managers including quantitative aspects of the funds longer-term returns to investors. The funds that win, Zenith believes demonstrates they have what it takes to deliver for investors over the long term.

 

ATLAS Infrastructure has earned it’s place as a finalist based on the strength of the investment team and performance track-record.

 

In commenting on the nomination, Matt Lorback (Partner at ATLAS) said, “I am delighted the Fund has once again been recognised amongst its peers.”

 

“The Fund has performed exceptionally well since it was launched in October 2017, and it’s pleasing to see the traction it is getting with a growing number of dealer groups and platforms.”

 

The winner will be announced on 15 October 2021.

 

For more information on the ATLAS Infrastructure Australian Feeder Fund, please click here.

 

Important information

The Fund Awards will take place on 15 October 2021 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.

 

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.