Pan-Tribal Global Equity Fund Tag

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

The Davis difference…a truly global approach

Earlier this month, two investment professionals from Davis Advisors visited Australia and presented to a number of financial advisers. Peter Sackmann, Director and member of the Portfolio Review Committee, and Danton Goei, Portfolio Manager of the Pan-Tribal Global Equity Fund, provided an overview of the Davis investment approach, the Fund’s portfolio and answered a range of questions from advisers.READ MORE

Davis Advisors on ‘The Street’

Danton Goei, portfolio manager of the Pan-Tribal Global Equity Fund, was recently interviewed on The Street and was asked ‘what stocks should you be buying now’?

Click here to watch the interview.

 

References to securities listed herein do not constitute a recommendation to buy, sell or hold such security.

Pan-Tribal Global Equity Fund added to HUB24

The Pan-Tribal Global Equity Fund is now available on HUB24.

While relatively new to the platform market, HUB24 achieved third place for overall platform functionality in the Investment Trends 2014 Platform Benchmarking Report. In addition, HUB24 was awarded the ‘Best Tablet/Smartphone Access’ by Investment Trends.READ MORE

 

The following information has been prepared by PAN-Tribal Asset Management for use by Sophisticated Investors / Wholesale Clients and Investment Professionals only. No account has been taken of the investment objectives, financial situation or particular needs of any particular person. Information is provided for general information purposes only and does not contain investment recommendations nor provide investment advice, nor is it intended to take the place of professional advice. Investors should not take action in reliance on information contained on this website.

 

Past performance information provided on this website is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of PAN-Tribal, its related bodies or associates, nor any other person, guarantees the repayment of capital or the performance of the Fund(s) or any particular returns from the Fund(s). No representation or warranty is made concerning the accuracy of any data contained on this website.

 

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