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
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
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.
PAN-Tribal Asset Management is pleased to announce the appointment of Nick Baring as its second Victorian-based Key Account Manager.
Nick joins David Myers (VIC), Matthew Mantle (QLD), Mark Aufderheide and Ken Jiang (NSW) in leading the distribution effort of the PAN-Tribal Global Equity Fund. The Fund, launched in November 2014, is managed by New York-based Davis Advisors and over the one and three years ended 31 January 2018, outperformed its benchmark by 8.58% and 3.90% p.a. (net of fees)^ respectively.READ MORE
From all at PAN-Tribal, warmest wishes to you and your family for a very Merry Christmas and a healthy, happy and successful year ahead.READ MORE
We’re delighted to announce that the PAN-Tribal Global Equity Fund is one of three finalists for the Money Management/Lonsec Fund Manager of the Year Award in the global equity (broad cap) category.READ MORE
As a result of Lonsec’s in-depth Global Equity review process, it has upgraded its rating of the Pan-Tribal Global Equity Fund.
Lonsec’s research report noted:
“Lonsec believes the Manager has a strong investment philosophy underlying its investment process, based around finding durable businesses with expanding earnings and investing in them at ‘value’ prices for the long term. That this has remained consistent since the firm started in 1969 through a number of market cycles is also viewed positively.”READ MORE
We’re pleased to announce that Danton Goei, portfolio manager of the Pan-Tribal Global Equity Fund, is visiting Australia in the first quarter of 2017.READ MORE
Pan-Tribal is pleased to announce the appointment of Mr Peter Kerr OAM to its Board. Peter is a partner of Kemp Strang Lawyers and is currently a director of the Physiotherapy Board of Australia and Australian Kookaburra Kids Foundation.READ MORE
The Pan-Tribal team wish you and your family a Merry Christmas and a healthy, happy and successful year ahead.
Pan-Tribal’s office will be closed from 24 December through to Monday 9 December, although the team will be contactable via phone and email. It will be business as usual for our registry service; applications will be processed and unit prices struck and updated on our website on business days during this time.
Stay safe over the festive period and we look forward to working with you in 2017.
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.