Colin Woods
PAN-Tribal Asset Management has announced the recent launch of the Jennison Global Equity Opportunities Fund, which will invest primarily into the AUD unhedged share class of a UCITS fund managed by Jennison in its global growth equity strategy. Founded in 1969, New York-based Jennison Associates (Jennison) has a long history of focusing on delivering consistent and sustainable outperformance for its clients.
Jennison specialises in a select range of active equity and fixed income investment strategies. The firm’s equity expertise spans style disciplines, geographies, and market capitalisations. It had $US214 billion under management at 30 September 2024.
The Jennison Global Equity Opportunities Fund is a high conviction, alpha concentrated global growth equity fund that is sector and region agnostic.
Commenting on the new Fund, PAN-Tribal CEO Colin Woods said, “We are delighted to work with Jennison and distribute this Fund in the Australian market.”
“For more than 50 years, Jennison has consistently applied its investment principles to build insights and judgment that help them identify opportunities and construct portfolios.”
Mark Baribeau, Jennison’s Head of Global Equity and Managing Director, said “PAN-Tribal Asset Management has a well-established brand, with a quality team and a strong track record in distribution in Australia. We look forward to a successful partnership with them.”
“Jennison’s investment approach is differentiated from other global equity growth funds available in the Australian market and, importantly, complements our existing suite of funds,” commented Woods.
Since its launch, the Fund has been reviewed by Lonsec and Zenith Investment Partners, receiving a “Recommended” rating from each research house.
Zenith’s conviction in the Fund is driven by the depth and experience of Jennison’s investment team, which has produced a strong track record that dates back to 2011. The research house also notes that the investment team is highly experienced and long tenured, and comments favourably on the depth and experience of the investment team.
Likewise, Lonsec notes the experience of the investment team and the Fund’s well-established investment process with a track record of success.
The Fund is available on AMP North, BT Panorama, HUB24 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, the Barwon Global Listed Private Equity Fund and now the Jennison Global Equity Opportunities Fund.
