Fund overview


The PAN-Tribal Global Equity Fund aims to deliver long-term capital growth. It seeks to outperform the MSCI ACWI (in AUD) over the medium to long-term by investing in companies with attractive long-term growth potential in both developed and developing markets.

The investment tenet underpinning the PAN-Tribal Global Equity Fund is the belief that investing in durable companies with expanding earnings at value prices and holding them for the long-term is an effective way to build and preserve capital.


Key features of the PAN-Tribal Global Equity Fund


  • Managed using the ‘Davis Investment Discipline‘, an unconstrained buy-and-hold approach that seeks to generate excess returns over multi-year periods
  • Represents high conviction ideas from a universe of global investment opportunities, not restricted by market cap, country, sector, or industry constraints
  • Long only
  • Low turnover
  • Benchmark agnostic
  • A focus on buying businesses rather than trading stocks.

“We seek companies that wisely invest their capital and reap superior returns on that investment.”

Chris Davis – Chairman, Portfolio Manager and Research Analyst, Davis Advisors

Fund facts

* these amounts may be varied if investment is made via a platform.

Unit Prices

Historical Unit Prices


PAN-Tribal Global Equity Fund

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Information about the June 2020 distribution

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Product Disclosure Statement & Application Form

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For additional applications, redemption requests or change of details forms please contact PAN-Tribal Asset Management on +61 3 9654 3015 for assistance.


By accessing this section of our website, you confirm that you satisfy the “sophisticated investor” criteria as defined in the Corporations Act 2001 and that you agree that the information contained herein is general information and cannot be relied on as a substitute for appropriate financial or professional advice tailored to your circumstances.


PAN-Tribal Global Equity Fund – Reference Guide

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PAN-Tribal Global Equity Fund – Fund Profile

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PAN-Tribal Global Equity Fund – FAQs

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