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 (average 30%)
- Benchmark agnostic
- A focus on buying businesses rather than trading stocks.