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.”