NEWS

Six years! The PAN-Tribal Global Equity Fund does it again

We’re delighted to announce that the PAN-Tribal Global Equity Fund has again maintained its Highly Recommended rating from Zenith Investment Partners (Zenith)…for the sixth year running.

Based on the number of managers and strategies available to investors, the global equities category is one of the most competitive fields in the investment landscape. Despite this, the PAN-Tribal Global Equity Fund continues to stand out from the pack.

The Fund provides a style-neutral, currency-unhedged and benchmark unaware international equities exposure. Despite some challenging shorter-term performance driven by another year of volatile equity markets, Zenith retains its conviction in the Fund. According to Zenith’s report, this conviction “is underpinned by the high regard we hold for the depth and quality of the investment team”.

Commenting on this achievement, PAN-Tribal CEO Colin Woods said: “Despite the challenges posed to the Fund by another year of volatile markets in 2023, the Fund has been well supported by the advisory community.”

“That the Fund has retained its Highly Recommended rating for the sixth year is a great result for the advisers and investors who have supported the Fund.

“It’s a testament to the quality of both the Davis Advisors’ investment team and the investment process that’s consistently applied irrespective of market conditions.”

Some key highlights from the Zenith report include…

On the Fund overall

“Despite challenging short-term performance, Zenith retains conviction in the Fund, which is underpinned by the high regard we hold for the depth and quality of the investment team. In addition, we view Davis Advisors’ investment process positively, noting its successful implementation since 1969.”

“Zenith has a favourable view of the arrangement between Davis Advisors and PAN-Tribal, believing that it pairs a solid investment manager with a distribution partner that has a strong footprint in the domestic market.”

On the investment process

“Davis Advisors favours market leaders with strong balance sheets, opportunistic investments and contrarian investments, expecting that the majority of the Fund’s performance to be driven by the investment team’s stock selection skills. Zenith believes the security selection process adopted by Davis Advisors is robust and detailed.”

“The portfolio construction process is primarily driven by the fundamental analysis conducted by the investment team. The primary determinants of a stock’s weighting in the Fund are the magnitude of the discount to fair value and the level of analyst conviction. Zenith is comfortable with Davis Advisors’ portfolio construction approach, which ensures a strong connection between the output of its security selection process and the resultant weight of the stocks in the portfolio.”

On the investment team

“Zenith has met with several members of the investment team and considers them to be high calibre, which we view as a key competitive advantage for the Fund.”

“Zenith rates [Danton] Goei as a strong and highly experienced investor.”

 

Important information

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned November 2023) referred to in this piece 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, including target markets of financial products, where applicable, 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 https://www.zenithpartners.com.au/our-solutions/investment-research/fund-researchregulatory-guidelines/

Best wishes for the festive season

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 yet another challenging year and send many good wishes for a healthy, happy and successful year ahead in 2023.READ MORE

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.

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.

 

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