We’re delighted to announce the recent launch of the Nuveen Churchill Private Credit Income Fund, which will provide Australian investors access to Churchill Asset Management’s US middle market private capital platform. You can read more about the strategy here.READ MORE
PAN-Tribal Asset Management has announced the latest Fund to join its lineup is the Jennison Global Equity Opportunities Fund, a high conviction global growth fund managed by Jennison Associates (Jennison).
Jennison is distinguished by professional excellence, client focus, teamwork and experience. For more than 50 years, Jennison’s team has successfully applied the firm’s investment principles to build insights and judgement to identify opportunities and construct portfolios. You can read more about Jennison here.
The Jennison Global Equity Opportunities Fund focuses on market-leading companies with unique business models, positively inflecting growth rates and long duration competitive advantages. You can read more about the Fund here.
Commenting on the latest addition to PAN-Tribal’s fund offering, CEO Colin Woods commented: “PAN-Tribal Asset Management aims to create wealth for investors by sourcing the best financial products from the best investment managers worldwide. The inclusion of a global growth oriented specialist complements our existing suite of Funds.”
The Fund has a “Recommended” rating from both Lonsec and Zenith and is available on AMP North, BT Panorama, HUB24 and netwealth.
The rating issued October 2024 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (October 2024) 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 Fund Research Regulatory Guidelines.
We’re delighted to advise that Lonsec has upgraded the Barwon Global Listed Private Equity Fund to a ‘Recommended’ rating following its latest sector review. A ‘Recommended’ rating indicates that Lonsec has strong conviction the product can meet its investment objectives.READ MORE
We are delighted to welcome Jordan Thurlow to our team. He joins us in the role of Key Account Manager and, together with Mark Aufderheide will work closely with advisers across NSW. He will also work with advisers in WA.
Jordan is a wealth management specialist with strong market knowledge spanning macro trends, fixed income, equities and alternatives. He joins us from Clinton Capital Partners, a venture capital advisory business where he led its expansion into startup communities across Australia. Prior experience includes business development roles in boutique private wealth management and ten years at Man Group, the world’s largest alternative investment manager, where he was responsible for business development across several regions.
Commenting on his appointment, CEO Colin Woods said, “Jordan brings extensive experience and knowledge to this role; he knows the advisory community and has a strong track record of building strong, productive relationships.”
Jordan holds an MBA from IE Business School, Madrid and attained a Bachelor of Science and Bachelor of Business Administration/Finance from Boston University. In his downtime, he is a volunteer lifesaver at the Palm Beach and South Curl Curl Life Saving Club.
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.”
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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/
ATLAS Infrastructure has received a Gold Medal rating from Morningstar as part of its review of the infrastructure sector.READ MORE
Congratulations to the team at ATLAS Infrastructure on receiving the 2023 Morningstar Australia Award for the Real Assets category.READ MORE
We’re pleased to announce that Zenith has retained its ‘Recommended’ rating for the Barwon Global Listed Private Equity Fund AF in its latest review of the Alternatives – Private Equity sector.READ MORE
We’re delighted to announce that the PAN-Tribal Global Equity Fund has once again maintained the highest available rating from Zenith Investment Partners – Highly Recommended.READ MORE
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
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.