Colin Woods
PAN-Tribal Asset Management has announced its PAN-Tribal Global Equity Fund has once again maintained its Highly Recommended rating following Zenith’s recent review of the global equity fund sector.
The Fund has now held this rating for five years.
Managed by New York-based Davis Advisors, the PAN-Tribal Global Equity Fund provides a style-neutral, currency-unhedged and benchmark unaware international equities exposure.
In its research report, Zenith noted that its conviction in the Fund “is underpinned by the high regard we hold for the depth and quality of the investment team.”
The research house also commented on its positive view of the Davis Advisors’ investment process, noting its successful implementation since 1969.
Zenith has met with several members of the investment team and commented that it considers the team to be “high calibre, which we view as a key competitive advantage for the Fund”.
The report also commented on lead portfolio manager Danton Goei, rating him as a “strong investor, highlighted by his impressive long-term track record.”
The research house notes Goei’s involvement in the management of the Fund since its inception as a factor it regards positively.
Zenith writes that Davis Advisors “favours market leaders with strong balance sheets, opportunistic investments and contrarian investments”. As such, the research house expects most of the Fund’s performance to be driven by the investment team’s stock selection skills which it describes as “robust and detailed”.
PAN-Tribal Asset Management CEO Colin Woods says this rating highlights the importance of a quality investment team and a sound investment approach.
“Despite a volatile year in global equity markets, that the Fund maintained this highest rating is a testament to Davis Advisors’ team and the consistent application of their investment process.”
“As we gather with supporters this week to celebrate eight years in business, this ratifies what we set out to do – source the best investment products from the best investment managers.”
The PAN-Tribal Global Equity Fund is available on most major platforms, including AMP North, BT Panorama, Colonial FirstWrap, HUB24, MLC Wrap, Navigator and Netwealth.
Since the PAN-Tribal Global Equity Fund was launched in 2015, PAN-Tribal’s line up has been expanded to include the Ashmore Emerging Markets Equity Fund, the ATLAS Infrastructure Australian Feeder Fund and the Barwon Global Listed Private Equity Fund.