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CPD: The spectrum of growth

Understanding the characteristics of emerging growers and stable growth compounders is essential to recognise how these companies contribute value to an investor’s portfolio.READ MORE

CPD: A deep dive into listed private equity investments

Private equity (PE) is ownership or interest in a corporate entity that’s generally not publicly listed or traded. However, PE is increasingly backing listed companies with opportunities for transformative growth and, in some cases, taking them from public to private.

PE managers typically raise capital from high-net-worth individuals or institutions into PE funds, then use that capital to purchase stakes in private companies or acquire control of public companies with plans to execute long-term value creation strategies.

Private equity investment vehicles can be listed or unlisted. Listed Private Equity (LPE) comprises entities listed on global stock exchanges whose main activity is investing in private companies, private equity funds or the investment managers of private equity funds.

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PAN-Tribal welcomes new fund to its lineup

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.

Lonsec upgrades Barwon Fund

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

CPD: The growing trend of private companies

Listed equities are the cornerstone of most diversified investment portfolios. Whether held directly, via an exchange traded fund or an unlisted managed investment, even those investors with a lower tolerance to risk tend to have some exposure to equities.READ MORE

New appointment for PAN-Tribal Asset Management

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.

CPD: The benefits of investing in Listed Private Equity

Private equity (PE) refers to the ownership or interest in a corporate entity that is typically not publicly listed or traded. PE managers usually raise capital from high-net-worth individuals or institutions to create PE funds, which they then use to invest in private companies or to acquire public companies, often taking them private. The goal is to implement long-term value creation strategies.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.

 

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