Zenith Investment Partners has once again awarded the PAN-Tribal Global Equity Fund its highest possible rating

Colin Woods

PAN-Tribal Asset Management today 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.

This is the sixth year the Fund has held this rating.

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 commented 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 noted its positive view of the Davis Advisors’ investment process, observing that it has been successfully and consistently implemented since 1969.

Zenith has met with several members of the investment team and commented that the research house considers the team to be “high calibre” which it views as “a key competitive advantage for the Fund”.

Commenting on portfolio manager Danton Goei, the report states: “Zenith rates Goei as a strong and highly experienced investor.”

Further, the research house notes Goei’s involvement in the management of the Fund since its inception as a positive factor.

PAN-Tribal Asset Management CEO Colin Woods says this rating highlights the importance of a quality investment team and a sound investment approach that is consistently applied.

“Despite another volatile year in global equity markets, that the Fund maintained this highest rating for the sixth year is a testament to the Davis Advisors team and their adherence to their investment process.”

“As we gather with supporters this week to celebrate nine years in business, this rating endorses our approach – to source the best investment products from the best investment managers, wherever they’re located.”

The PAN-Tribal Global Equity Fund is available on most major platforms, including AMP North, BT Panorama, Colonial FirstWrap, HUB24, Macquarie Wrap, MLC Wrap, Navigator, Netwealth and Praemium.

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.