Jennison Associates

Founded in 1969, Jennison Associates specialises in a select range of active equity and fixed income investment strategies. The firm’s expertise spans style disciplines, geographies and market capitalisations.

Jennison is dedicated to delivering consistent, sustainable long-term outperformance and exceptional service. The firm’s success is measured by client results, which are reflected in the longevity of its partnerships. Client relationships average more than 17 years, and more than one-third of clients have been with the firm for more than two decades. This singular focus on the client is the foundation of Jennison’s culture and guides all decision-making.

The firm’s investment process is based on independent thought, individual accountability and performance, and how these come together to achieve client-centric goals and objectives. Its approach is underpinned by the belief that long-term excess returns can be achieved by identifying and investing in market-leading opportunities. For more than 55 years, Jennison’s team has successfully applied these principles to construct portfolios.

Jennison Global Equity Opportunities Fund

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Why PAN-Tribal Selected Jennison

Jennison’s mission across all areas of its firm is to deliver consistent and sustainable outperformance for clients over time. Importantly, the firm aligns its interests with those of the investors the firm serves and has exceptionally long-tenured relationships with its clients.

Culture and values

Jennison’s diverse and inclusive culture is a result of the firm’s tightly held company values, which focus on independent thought, individual contributions and performance. The firm sustains its culture through generations of employees because of the common belief in its values.

Client focus

The long tenure of Jennison’s client relationships is a testament to the firm’s strong track record of investment performance, partnership and trust.

Consistency and conviction

Managing client assets is Jennison’s only business and its goal is to generate repeatable long-term outcomes through disciplined investment processes.

Stability

Jennison’s long-term approach to investing and business fosters a stable yet dynamic culture. The firm continuously invests in technology and talent to lay the groundwork for future success for itself, its clients and its partners.

Independent thinkers

Intellectual honesty, rigour and integrity are the cornerstones of Jennison’s investment culture. This disciplined approach enables Jennison’s team to navigate evolving markets and deliver superior results. The firm cultivates an environment of excellence where every team member is given the opportunity to make a significant impact.

Key Investment Professionals

Mark B. Baribeau

CFA, Managing Director

Mark Baribeau is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison’s global equity strategies. Based in New York, he is a member of the Jennison Management Team. Mark joined the firm in 2011.

Previously, he was a global equity and large-cap growth portfolio manager at Loomis Sayles. Before that, he was an economist at John Hancock Financial Services.

He received a BA in economics from the University of Vermont and an MA in economics from the University of Maryland. Mark is a CFA charterholder and a member of CFA Society Boston.

Thomas F. Davis

Managing Director

Tom Davis is a portfolio manager for the global equity opportunity and international equity opportunity strategies. Based in New York, he joined the firm in 2011.

Previously, Tom was with Loomis Sayles where he began his tenure as a global equity research analyst and was most recently a co-portfolio manager of global equity portfolios. Prior to that, he was a global equity research analyst at Putnam Investments. Tom started his career as an analyst at Morgan Stanley.

He received a BA in economics from Dartmouth College and an MBA from Fuqua School of Business at Duke University. Tom chairs the investment committee for St. Mark’s School Board of Trustees.

Rebecca Irwin

Managing Director

Rebecca Irwin is a portfolio manager for the global equity and global sustainable strategies, as well as a research analyst covering consumer discretionary and consumer staples. Based in New York, she joined the firm in 2006.

Previously, she was a health care analyst at Viking Global Investors. Prior to that, she was with UBS and Salomon Smith Barney. Earlier in her career, she was a corporate associate at Fried, Frank, Harris, Shriver & Jacobson.

Rebecca received a BA in economics from Queen’s University at Kingston, an LLB from the University of Toronto, and an LLM from Harvard Law School. Rebecca serves on the board of trustees at The Chaplin School.

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PAN-Tribal Asset Management has announced the latest Fund to join its lineup is the Jennison Global Equity Opportunities Fund, a high conviction global growth fund

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Past performance information provided on this website is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of PAN-Tribal, its related bodies or associates, nor any other person, guarantees the repayment of capital or the performance of the Fund(s) or any particular returns from the Fund(s). No representation or warranty is made concerning the accuracy or reliability of any information contained on this website, nor liability accepted to any person who relies on it.

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