Pan-Tribal Global Equity Fund Tag

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.

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.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.

 

 

 

Lonsec upgrades the PAN-Tribal Global Equity Fund

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

What’s piquing our interest? #2

In our last instalment, Peter Sackmann, CFA, analyst and portfolio review committee member at Davis Advisors (Davis), provided some thoughts and insights about the US, providing the Davis view of markets, sectors and companies. In this second instalment, we cover the Davis view of Europe and Asia.READ MORE

Zenith upgrades Pan-Tribal Global Equity Fund

After recently celebrating its second anniversary, the Pan-Tribal Global Equity Fund (the Fund) has been upgraded to ‘Recommended’ by Zenith Investment Partners (Zenith).

The research house has closely followed the Fund’s progress since inception, and as part of its recent ‘International Equity – Global (Unhedged)’ sector review, visited the sub-investment manager, Davis Advisors, in New York.READ MORE