PAN-Tribal Global Equity Fund upgraded!

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.

Some key highlights from the report include:

“Zenith holds a positive view on Davis Advisors’ overall investment process which has been successfully implemented since 1969. Our conviction in the Fund is underpinned by the high regard we hold for the depth and quality of the investment team.”

“Zenith believes Davis Advisors’ style neutral investment process results in the Fund being well suited to delivering outperformance throughout the market cycle (i.e. in both rising and falling market environments).”

Zenith singled out portfolio manager Danton Goei, who has managed the Fund since its inception. The report stated, “Zenith rates Goei as a strong investor, highlighted by his impressive long-term track record.”

Of the broader investment team, Zenith noted their analysts have met with most members of the investment team and “…considers them to be collectively highly qualified and impressive, providing the Fund with a key competitive advantage.”

Commenting on the Highly Recommended rating, PAN-Tribal CEO Colin Woods said, “We undertook significant due diligence before appointing Davis Advisors to manage the PAN-Tribal Global Equity Fund; this ratings upgrade supports our belief in the Davis Discipline and the Davis team.”

“It’s a great result for the advisers and investors who have supported the PAN-Tribal Global Equity Fund over the past four years – I’d like to extend my thanks to each and every one of them.”

Important information
The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned December 2018) referred to in this document is limited to “General Advice” (as defined by the 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. 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. Zenith usually charges the product issuer, fund manager or a 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/RegulatoryGuidelines