Stuart James

PAN-Tribal has announced the appointment of Stuart James to its distribution team as Sydney-based Key Account Manager for New South Wales.

Commenting on the appointment, PAN-Tribal Asset Management CEO Colin Woods said, “This appointment is in response to the strong support from the Australian financial advisory community for PAN-Tribal’s range of strategies.”

With 23 years’ tenure at Aberdeen Standard Investments and experience with other fund managers, Stuart offers integrated insights and a wealth of knowledge across all facets of investment strategy.

“Stuart’s proven track record as an investment specialist and strong familiarity with emerging markets make him a powerful asset to both PAN-Tribal and our clients”, said Woods.

With PAN-Tribal’s ongoing expansion and its mission of unifying excellence in asset management, Stuart’s addition will further complement the existing distribution team consisting of Key Account Managers Nick Baring (VIC/TAS), Jordan Thurlow (NSW/WA), Mark Aufderheide (NSW/SA), and Matthew Mantle (QLD).

PAN-Tribal’s product suite currently includes the Ashmore Emerging Markets Equity Fund, ATLAS Infrastructure Global Fund, Barwon Global Listed Private Equity Fund AF, Jennison Global Equity Opportunities Fund, Nuveen Churchill Private Credit Income Fund, and     PAN-Tribal Global Equity Fund. A seventh strategy is set to be announced in the coming months.

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Colin Woods

We are extremely pleased to announce that the PAN-Tribal Global Equity Fund has once again maintained its prestigious Highly Recommended rating from Zenith Investment Partners (Zenith).

The global equities market is one of the most competitive fields in the investment landscape, containing a vast number of managers and strategies available to investors. Despite this challenging environment, the PAN-Tribal Global Equity Fund and its investment approach continue to stand out.

Our Fund offers investors a style-neutral, currency-unhedged, and benchmark-unaware exposure to international equities. While recent volatile equity markets have presented some challenging periods of performance, Zenith’s confidence in the Fund remains strong. According to their latest report, this conviction is firmly “underpinned by the high regard we hold for the depth and quality of the investment team.”

Commenting on this achievement, PAN-Tribal CEO Colin Woods said: “Despite the challenges posed to the Fund by challenging and increasingly concentrated markets, the Fund continues to be well supported by the advisory community.”

“That the Fund has retained its Highly Recommended rating for the eight consecutive years is a great result for the advisers and investors who have supported the Fund.

“It’s clear evidence of the quality of the Davis Advisors’ team and their consistent and reliable investment process, which they apply consistently in all market conditions.”

Some key highlights from the Zenith report include…

On the Fund overall

The report notes that Zenith “retains conviction in the Fund, which is underpinned by the high regard we hold for the depth and quality of the investment team.”

Further, Zenith “views Davis Advisors’ investment process positively, noting its successful implementation since 1969.”

“Zenith has a favourable view of the arrangement between Davis Advisors and PAN-Tribal, believing that it pairs a solid investment manager with a distribution partner that has a strong footprint in the domestic market.”

On the investment team

“Zenith has met with several members of the investment team and considers them to be high calibre, which we view as a key competitive advantage for the Fund.”

On portfolio manager Danton Goei the report notes: “Zenith rates Goei as a strong and highly experienced investor.”

On the investment process

“Davis Advisors favours market leaders with strong balance sheets, opportunistic investments and contrarian investments, expecting that the majority of the Fund’s performance to be driven by the investment team’s stock selection skills. Zenith believes the security selection process adopted by Davis Advisors is robust and detailed.”

“The portfolio construction process is primarily driven by the fundamental analysis conducted by the investment team. The primary determinants of a stock’s weighting in the Fund are the magnitude of the discount to fair value and the level of analyst conviction. Zenith is comfortable with Davis Advisors’ portfolio construction approach, which ensures a strong connection between the output of its security selection process and the resultant weight of the stocks in the portfolio.”

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Colin Woods

PAN-Tribal Asset Management has announced the recent launch of the Nuveen Churchill Private Credit Income Fund, which will provide Australian investors access to Churchill Asset Management’s US middle market private capital platform.

As part of Nuveen, a global asset manager with over US$1.3 trillion in assets under management (at 30 September 2024), Churchill Asset Management has an award-winning team with a proven 18-year track record.

The investment strategy offers indirect access to the booming US private capital market, allowing investors to benefit from a unique and differentiated approach to financing solutions for US-based middle market companies.

The Fund will invest substantially all of its assets in Nuveen Churchill Private Capital Income Fund (PCAP) which was established in March 2022 and now has more than US $1 billion under management invested across 230 portfolio companies among a range of sectors including business services, high tech, healthcare and pharmaceuticals, and construction and building.

Commenting on the new Fund, PAN-Tribal CEO Colin Woods said, “We are delighted to work with Nuveen to distribute this Fund in the Australian market.”

“The Fund’s management team focuses on the traditional US middle market to seek diversification, reliability and attractive risk adjusted returns as a complement to other private market loan segments.”

Andrew Kleinig, Head of Australia at Nuveen, said: “Access to the benefits of private capital have long been the purview of institutional investors alone.”

The launch of the Nuveen Churchill Private Credit Income Fund and our collaboration with PAN-Tribal Asset Management is the latest step in Nuveen’s journey to unlock the power of alternative and innovative investment solutions to, and beyond, its established institutional investor base.”

The Fund has a “Recommended” rating from Lonsec and its research report notes that Churchill is a private credit manager with an established pedigree, has an appropriately structured, reasonably sized and experienced investment team and that notable thought has been given to the structuring of the Australian feeder-vehicle.

The Nuveen Churchill Private Credit Income Fund is available on 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, the Jennison Global Equity Opp

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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.

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Jordan Thurlow

PAN-Tribal Asset Management has announced the appointment of experienced business development executive Jordan Thurlow as Key Account Manager in NSW and WA.

Jordan joins an already strong Key Account team of Mark Aufderheide (NSW), Matthew Mantle (QLD) and Nick Baring (VIC) in leading the distribution of the PAN-Tribal’s funds.

Commenting on the appointment, PAN-Tribal Asset Management CEO Colin Woods says this appointment further strengthens the firm’s business development team.

“Jordan brings extensive experience and knowledge to this role; he knows the advisory community and has a strong track record of building strong, productive relationships.”

Jordan joins PAN-Tribal from Clinton Capital Partners, a venture capital advisory business where he led its expansion into startup communities across Australia.

Prior experience includes business development roles in boutique private wealth management and ten years at Man Group, the world’s largest alternative investment manager, where he was responsible for business development across several regions.

“Jordan is a wealth management specialist with strong market knowledge spanning macro trends, fixed income, equities and alternatives and will add value to our adviser relationships,” said Woods.

PAN-Tribal’s product suite currently includes the PAN-Tribal Global Equity Fund, the Ashmore Emerging Markets Equity Fund, the ATLAS Infrastructure Australian Feeder Fund and the Barwon Global Listed Private Equity Fund.

“We’re set to add two differentiated new strategies to PAN-Tribal’s lineup in the coming months – stay tuned,” said Woods.

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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.

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Colin Woods

PAN-Tribal Asset Management has announced that the Barwon Global Listed Private Equity Fund AF (Fund) has retained its ‘Recommended’ rating following Zenith’s recent review of the ‘Alternatives – Private Equity’ sector.

The Fund has now held this rating for three years.

Managed by Sydney-based Barwon Investment Partners and distributed by PAN-Tribal Asset Management, the Fund aims to provide investors with a high performing portfolio of private equity investments in a fee efficient manner, while offering daily liquidity.

According to Zenith’s report, the research house noted the Fund offers a “differentiated exposure” to its peers and believes Barwon’s ability to capture a “private market premium” across a mix of standalone companies and listed funds is a key competitive advantage.

Zenith’s report speaks highly of the investment team: Sam Armstrong, Head of Private Equity is considered by Zenith to be a high-quality private equity specialist, and Lead Portfolio Manager Bob Liu is held in high regard, owing to his bottom-up research capabilities. Zenith also “believes the broader team has the necessary skills and experience to support the management of the strategy”.

The research house also commented on its positive view of Barwon’s investment process and its “ability to identify mispriced opportunities across a heterogeneous universe”, which it described as a key “competitive advantage”.

Zenith notes Barwon’s ability to “invest across a wide spectrum of securities, including actual PE managers, listed funds trading at deep discounts and listed companies that are controlled by PE sponsors”. In Zenith’s opinion, “the breadth of the opportunity set promotes a high level of vintage diversification, which is expected to contribute to smooth risk-adjusted returns over the medium-term.”

In describing the Fund, Zenith explains it “offers daily liquidity and a low minimum investment, which Zenith believes is advantageous when compared to traditional Private Equity investing, managed under more illiquid fixed-term structures and requiring larger initial investments.”

PAN-Tribal Asset Management CEO Colin Woods says this rating highlights the importance of an experienced investment team and a consistent, quality investment approach.”

The Barwon Global Listed Private Equity Fund AF is available on a growing number of platforms, including AMP North, Asgard, BT Panorama, Colonial FirstWrap, HUB24, Macquarie Wrap, Netwealth, Powerwrap and Praemium.

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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.

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Colin Woods

PAN-Tribal Asset Management and London-based Ashmore Investment Management have announced a collaboration to bring access to Emerging Markets opportunities to Australian investors. This has facilitated the recent launch of the Ashmore Emerging Markets Equity Fund.

Ashmore is an Emerging Markets specialist, managing A$123 billion in Emerging Markets assets across fixed income, equities and alternatives.

Although UK-domiciled, Ashmore has strong links to Australia. It first launched as a division of ANZ Banking Group in 1992 and, in 1999, senior management completed a buy-out and renamed the business. In October 2006, parent company Ashmore Group plc was listed on the London Stock Exchange.

Ashmore’s investment philosophy and process have been unchanged since the foundation of the firm. They have withstood the test of time, notably through the EM debt crises of the mid and late-1990s. The experienced and extensive global team of investment professionals enables wide coverage of the Emerging Markets universe of close to 60 countries.

Commenting on the collaboration, PAN-Tribal CEO Colin Woods said, “We’re delighted to work with Ashmore.”

“As an investment manager focused exclusively on Emerging Markets and with one of the longest and most successful track records in this asset class, I believe Ashmore has a number of core capabilities that are key distinguishing factors relative to its peers.”

Michael Winter, Head of Pan Asia for Ashmore said, “In Australia, Ashmore is better known in the institutional market; this alliance with PAN-Tribal marks the firm’s first foray into working with the financial intermediary market here in Australia, which we are very excited about.”

The recently launched Ashmore Emerging Markets Equity Fund possesses an impressive underlying track record and has quickly gained the attention of market participants, particularly in the managed accounts space. In a short time, it has amassed funds under management of $70 million.

The Fund is currently available on BT Panorama, Hub24 and netwealth. It has been awarded a ‘Recommended’ rating by Zenith, an SQM rating of ‘Superior’, and is currently being reviewed by Lonsec as part of its current sector review.

“PAN-Tribal Asset Management aims to create wealth for investors by sourcing the best financial products from the best investment managers worldwide,” said Woods.

The current PAN-Tribal line up consists of investment capabilities managed by Davis Advisors (Global Equities), ATLAS Infrastructure (Global Listed Infrastructure) and Barwon Investment Partners (Global Listed Private Equity & Healthcare Property).

“The inclusion of an Emerging Market specialist such as Ashmore was a natural progression,” said Woods.

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Colin Woods

The Barwon Global Listed Private Equity Fund AF has been awarded a ‘Recommended’ rating by Zenith Investment Partners in its inaugural review.

PAN-Tribal Asset Management is pleased to announce the Barwon Global Listed Private Equity Fund AF has received a Recommended rating following Zenith’s initial review.

Managed by Sydney-based Barwon Investment Partners, the Fund aims to provide investors with a high performing portfolio of private equity investments in a fee efficient manner, while offering daily liquidity.

According to the research report, Zenith believes Barwon’s ability to capture a ‘private market premium’ across a mix of standalone companies and listed funds is a key competitive advantage and is well supported by its detailed fundamental process.

The research report speaks highly of the investment team: Sam Armstrong, Head of Private Equity is considered by Zenith to be a high-quality private equity specialist, and Lead Portfolio Manager Bob Liu is held in high regard, owing to his bottom-up research capabilities. Zenith also believes the broader team has the necessary skills and experience to support the management of the strategy.

The report noted: “In Zenith’s opinion, Barwon’s ability to identify mispricing opportunities across a heterogeneous universe is a key competitive advantage.”

It further stated: “Zenith believes that the Fund may be used to complement and diversify an Alternatives portfolio, particularly where daily liquidity is prioritised.”

Commenting on the Recommended rating, PAN-Tribal CEO Colin Woods said, “We undertook significant due diligence before working with Barwon. The Fund has a 13-year track record and has delivered investors 12.5%* per annum for the past 10 years.”

“The Fund is available on a growing number of platforms, including BT Wrap, BT Panorama, HUB24, Macquarie Wrap and Netwealth.”

“At a time when alternative asset classes are playing an increasingly important role in diversified portfolios, the Barwon Global Listed Private Equity Fund AF will fill an important gap for Australian investors who are wanting access to Private Equity like returns, but require the optionality of daily liquidity in their portfolios,” commented Sam Armstrong, Barwon’s Head of Private Equity.

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* at 31 December 2020, net of fees. Past performance is not an indication of future performance.

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