PAN-Tribal Global Equity Fund maintains Zenith rating


Colin Woods

PAN-Tribal Asset Management is pleased to announce the PAN-Tribal Global Equity Fund has maintained its Highly Recommended rating following Zenith’s recent review of the global equity fund sector.

Managed by New York-based Davis Advisors, the PAN-Tribal Global Equity Fund provides a style neutral, currency unhedged and benchmark unaware exposure to global equities.

In its research report, Zenith noted that their conviction in the Fund is “underpinned by the high regard we hold for the depth and quality of the investment team.”

The report also stated: “Zenith has 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.”

The research house singled out portfolio manager Danton Goei, commenting it “believes Goei is a strong investor, highlighted by his impressive long-term track record.”

Zenith also commented on Davis Advisors’ style neutral investment process, which it believes results in the Fund being well suited to delivering outperformance throughout the market cycle.

“Davis Advisors expects that the majority of the Fund’s performance will be driven by the investment team’s stock selection skills. Zenith believes the security selection process adopted by Davis Advisors is robust and detailed.”

Commenting on the rating, PAN-Tribal CEO Colin Woods said, “We’re delighted the Fund has maintained its Highly Recommended rating. Despite a poor December quarter in 2018, the PAN-Tribal Global Equity Fund has returned 24.5* percent so far in 2019.

“This highlights the strength of both the process and investment team.” “The ratification of the Fund’s rating coincides with its fifth birthday; it’s a great result for the advisers and investors who have supported the PAN-Tribal Global Equity Fund over the past five years.”

*at 31 October 2019, net of fees. Past performance is not an indication of future performance.

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