Article of Interest: How the chase for yield is benefitting alternative asset managers in a BIG way

In a recent article, the Barwon Global Listed Private Equity team have discussed what has triggered the growth in alternative asset managers (AAMs) and why they are partnering with insurance companies.

With interest rates at historical lows and looking to stay that way for the foreseeable future, we are seeing many investors looking at AAMs as a source for higher income.

AAMs have had a strong performance this calendar year to date and whilst valuation multiples have clearly expanded, we believe the share price appreciation is supported by robust fundamentals, solid investment performance through the pandemic, and perhaps more importantly – an expanding total addressable market (TAM). One of the biggest areas of growth for a number of the large established AAMs has been partnerships with insurance companies. And specifically, in the area of annuities.

To read further on this, please click here.


For more information on the Barwon Global Listed Private Equity Fund AF, please click here.

Article of Interest: Staying Private for Longer

The Barwon Global Listed Private Equity team have shared their thoughts on the growing trend amongst companies to stay private for longer.

Traditionally, a company would appear to have “made it” when the founders were able to ring the bell when listing in the public market via an initial public offering (IPO). Fast forward to today and we are seeing a huge change in the investment landscape with companies staying private for much longer and delaying their IPO.

To read their insights to know why this trend has arisen and how it has benefited companies and early stage investors, please click here.


For more information on the Barwon Global Listed Private Equity Fund AF, please click here.

A Q&A with our Portfolio Manager, Danton Goei

Danton Goei of Davis Advisors, Portfolio Manager of the PAN-Tribal Global Equity Fund, recently provided us with a snapshot across the many facets of the Fund – from the Fund’s current positioning, to portfolio construction, recent portfolio changes, and investing in China.

To read the Q&A with Danton Goeiclick here.

Looking back, gazing forward

Danton Goei, the 20-year veteran of Davis Advisors and Portfolio Manager of the PAN-Tribal Global Equity Fund, recently visited Australia. We asked him to share his insights about what happened to global markets in 2018 and why he has a positive view about 2019.READ MORE

Q&A with Peter Sackmann

Peter Sackmann, CFA, analyst, and portfolio review committee member at Davis Advisors (Davis) visited Australia recently. During this time we asked him some questions about recent market volatility, China, trade tariffs and where Davis currently sees investment opportunities.

To read the Q&A, click here.

A Q&A with Danton Goei

Danton Goei of Davis Advisors, portfolio manager of the PAN-Tribal Global Equity Fund, recently visited Australia. We held a series of events at which Danton shared his insights with financial advisers and answered a range of questions.

We have compiled the most frequently asked questions, and Danton’s responses to them. To read the Q&A with Danton Goei, click here.




Davis Advisors, a generational success story: IFA

On the eve of Danton Goei’s visit to Australia, IFA magazine has published an insightful piece on Davis Advisors and its investment approach as part of a broader feature on global equity investments.

The article looks at the differentiated approach employed by Davis, in particular, the flexibility to invest anywhere in the world and up and down the market cap spectrum, which is an advantage relative to benchmark driven funds.READ MORE


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