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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.

PAN-Tribal Global Equity Fund takes the award!

We’re delighted to announce the PAN-Tribal Global Equity Fund is the winner of the Money Management/Lonsec Fund Manager of the Year Award – Global Equity (Large Cap) – 2018.

The Fund Manager of the Year Awards recognise excellence across the funds management industry; research house Lonsec uses a three-step process to select finalists and the winner in each category:READ MORE

Award nomination – for the second year running!

Money Management has just announced the finalists for its 31st annual Fund Manager of the Year Awards…and for the second year in a row, the PAN-Tribal Global Equity Fund has been shortlisted as one of three finalists in the Global Equity – Broad Cap category.

The Fund Manager of the Year Awards recognise excellence across the funds management industry; finalists and winners are determined by Lonsec, based on a rigorous selection process. Lonsec employs a blend of its proprietary forward looking qualitative research approach, overlaid with a quantitative, performance-based filter. The result? The funds that Lonsec believes are ‘best of breed’ in each category.

In commenting on the nomination, CEO Colin Woods said, “I am delighted the Fund has once again been recognised amongst its peers.”

“It has performed very well since it was launched just over three years ago, and it’s pleasing to see the traction it is getting with a growing number of dealer groups and platforms.”

The awards night will be held on 10 May 2018.

A new appointment to bolster PAN-Tribal’s distribution team

PAN-Tribal Asset Management is pleased to announce the appointment of Nick Baring as its second Victorian-based Key Account Manager.

Nick joins David Myers (VIC), Matthew Mantle (QLD), Mark Aufderheide and Ken Jiang (NSW) in leading the distribution effort of the PAN-Tribal Global Equity Fund. The Fund, launched in November 2014, is managed by New York-based Davis Advisors and over the one and three years ended 31 January 2018, outperformed its benchmark by 8.58% and 3.90% p.a. (net of fees)^ respectively.READ MORE

Season’s greetings

From all at PAN-Tribal, warmest wishes to you and your family for a very Merry Christmas and a healthy, happy and successful year ahead.READ MORE

The wisdom of great investors

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

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