The wisdom of great investors

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.

Videos

The Importance of Working with a Trusted Advisor
The Davis Global Equity Fund
$2 Billion Invested Alongside Shareholders
The Mistake Wall
Charlie Munger & the Fishing Lure
The $1000 Hot Dog
Investment Lessons from My Grandfather & Father

 

 

The Importance of Working with a Trusted Advisor

 

 

The Davis Global Equity Fund

 

 

 

$2 Billion Invested Alongside Shareholders

 

 

 

 

The Mistake Wall

 

 

 

 

Charlie Munger & the Fishing Lure

 

 

 

 

The $1000 Hot Dog

 

 

 

 

Investment Lessons from My Grandfather & Father

 

 

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This video is authorised for use by sophisticated or wholesale investors (as defined by the Corporations Act 2001 (Cth)) and investment professionals only and is not to be further redistributed.

 

This video is for information purposes only and does not contain investment recommendations nor provide investment advice. Investors should not take action in reliance on information contained in this video.

 

This video includes candid statements and observations regarding investment strategies, individual securities, and economic and market conditions; however, there is no guarantee that these statements, opinions or forecasts will prove to be correct. These comments may also include the expression of opinions that are speculative in nature and should not be relied on as statements of fact.

 

This is not a solicitation for Davis Global Fund which is not offered for sale in Australia.

 

Davis Advisors is committed to communicating with our investment partners as candidly as possible because we believe our investors benefit from understanding our investment philosophy and approach. Our views and opinions include “forward-looking statements” which may or may not be accurate over the long term. Forward-looking statements can be identified by words like “believe,” “expect,” “anticipate,” or similar expressions. You should not place undue reliance on forward-looking statements, which are current as of the date of this report. We disclaim any obligation to update or alter any forward-looking statements, whether as a result of new information, future events, or otherwise. While we believe we have a reasonable basis for our appraisals and we have confidence in our opinions, actual results may differ materially from those we anticipate.

 

The information provided in this material should not be considered a recommendation to buy, sell, or hold any particular security.

 

Equity Trustees Limited (Equity Trustees) ABN 46 004 031 298 AFSL 240975 is the Responsible Entity of the PAN-Tribal Global Equity Fund (the Fund) ARSN 602 036 153 and PAN-Tribal Asset Management Pty Ltd (PAN-Tribal), ABN 35 600 756 241 AFSL 462065, is the investment manager and the issuer of this information about the Fund. PAN-Tribal has appointed Davis Advisors as the sub-investment manager of the Fund. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX:EQT).

 

We strongly encourage investors to obtain professional advice and to read the Fund’s current Product Disclosure Statement (PDS) and the PAN-Tribal Reference Guide which forms part of the PDS before making any investment decision. Investors may invest in the Fund through a licensed financial adviser or an investment platform using the PDS for that platform which can be obtained from the operator of the platform. Past performance is not a reliable indicator of future performance.

 

None of PAN-Tribal, Equity Trustees, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Fund or any particular returns from the Fund. No representation or warranty is made concerning the accuracy of any information contained in this video.