It’s been a decade since we launched the PAN-Tribal Global Equity Fund! Danton Goei, the Fund’s portfolio manager, takes to video to congratulate us on the milestone. READ MORE
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/
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
We’re delighted to announce that the PAN-Tribal Global Equity Fund has maintained its Highly Recommended rating from Zenith.
Zenith describes the International Shares – Global (unhedged) sector as one of the most competitive fields in the investment landscape, based on the number of managers and strategies available to investors. Despite this, the PAN-Tribal Global Equity Fund – which provides a style-neutral, currency unhedged and benchmark unaware exposure to international equities – has been awarded Zenith’s highest rating for the third year running.READ MORE
A who’s who of the wealth management world gathered in Melbourne this week to celebrate an all-important fifth birthday – the PAN-Tribal Global Equity Fund will soon be able to report a five-year performance number.READ MORE
No sooner had we celebrated the PAN-Tribal Global Equity Fund’s fifth birthday, research house Zenith Investment Partners released its 2019 research report and rating. We’re very pleased to advise that the Fund maintained the Highly Recommended rating first issued one year ago.READ MORE
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.
We are pleased to provide you with access to a series of videos featuring Chris Davis, Chairman, Portfolio Manager and Analyst from Davis Advisors. The PAN-Tribal Global Equity Fund was launched in 2014, with Davis Advisors as the Sub Investment Manager, responsible for the day to day investment management of the Fund.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.