PAN-Tribal Global Equity Fund maintains highest Zenith rating


Colin Wood

PAN-Tribal Asset Management is pleased to announce the PAN-Tribal Global Equity Fund has maintained its Highly Recommended rating.

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. Within this highly competitive field, the PAN-Tribal Global Equity Fund has been awarded Zenith’s highest rating for the third year running.

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.

Commenting on this achievement, PAN-Tribal CEO Colin Woods said: “Despite the challenges of a global pandemic, the Fund has performed well in 2020, delivering 7.45% and 9.85% above its benchmark over the calendar year and one year time periods respectively[1].”

“With $350 million in funds under management, the Fund has a long runway for future growth compared to the more capacity constrained incumbents in the sector.”

In its research report, Zenith noted that it “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.”

The report also stated: “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).”

Once again, the research house singled out portfolio manager Danton Goei, who has been involved with the Fund since its inception. The report stated: “Zenith rates Goei as a strong investor, highlighted by his impressive long-term track record.”

“That the Fund has retained its Highly Recommended rating for a third year is a great result for the advisers and investors who have supported the PAN-Tribal Global Equity Fund over the past six years,” said Woods.

“The retention of this rating highlights the quality of Davis Advisors’ investment process and team, both of which were highlighted by Zenith as strengths of the Fund.”


[1] at 31 October 2020, net of fees. Past performance is not an indication of future performance.

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