We are pleased to provide you with access to a series of videos featuring Chris Davis, Chairman, Portfolio Manager and Analyst from Davis Advisors. The PAN-Tribal Global Equity Fund was launched in 2014, with Davis Advisors as the Sub Investment Manager, responsible for the day to day investment management of the Fund.
In making the decision to appoint Davis Advisors there were a range of factors that appealed to the PAN-Tribal Board; longevity, a simple and sensible investment philosophy and process, and a history steeped in alignment of interest and stewardship. In viewing these videos, we are positive that not only will these attributes be self-evident, but you will also gain an insight into the unique culture and beliefs that have made Davis Advisors a generational success story. READ MORE
We’re delighted to announce that the PAN-Tribal Global Equity Fund is one of three finalists for the Money Management/Lonsec Fund Manager of the Year Award in the global equity (broad cap) category.READ MORE
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.
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
As a result of Lonsec’s in-depth Global Equity review process, it has upgraded its rating of the Pan-Tribal Global Equity Fund.
Lonsec’s research report noted:
“Lonsec believes the Manager has a strong investment philosophy underlying its investment process, based around finding durable businesses with expanding earnings and investing in them at ‘value’ prices for the long term. That this has remained consistent since the firm started in 1969 through a number of market cycles is also viewed positively.”READ MORE
Pan-Tribal is pleased to announce the appointment of Mr Peter Kerr OAM to its Board. Peter is a partner of Kemp Strang Lawyers and is currently a director of the Physiotherapy Board of Australia and Australian Kookaburra Kids Foundation.READ MORE
The Pan-Tribal team wish you and your family a Merry Christmas and a healthy, happy and successful year ahead.
Pan-Tribal’s office will be closed from 24 December through to Monday 9 December, although the team will be contactable via phone and email. It will be business as usual for our registry service; applications will be processed and unit prices struck and updated on our website on business days during this time.
Stay safe over the festive period and we look forward to working with you in 2017.