Author:Tracey Franks

A world of contrasts: Davis Advisors

Speaking to financial advisers at a recent Pan-Tribal lunch, Peter Sackmann of Davis Advisors took attendees on a world tour, looking at markets, sectors and stocks in each region.

Peter Sackmann, CFA, analyst and portfolio review committee member at Davis Advisors (Davis) told attendees that the US market had been hampered by twin uncertainties – a divisive and contentious election campaign, and the timing of the tightening cycle expected by the US Federal Reserve (the Fed).READ MORE

What’s piquing our interest? #1

The Pan-Tribal team was delighted to host Peter Sackmann recently. Peter, CFA, analyst and portfolio review committee member at Davis Advisors (Davis) spoke to financial advisers at a range of events, updating them on the Davis view of markets, sectors and companies. We’ll share some of Peter’s insights with you over the coming weeks.

In this first part, we cover the United States – a country that has certainly been the focus of attention in recent times!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

For Davis Global Fund’s Manager, Patience Pays

Danton Goei, portfolio manager of the Pan-Tribal Global Equity Fund, was recently interviewed by Barron’s Asia.

“The firm’s research team of nine analysts, including (Danton) Goei and (Chris) Davis, draws from decades of research to identify suitable stocks. Because of the fund’s low turnover and compact portfolio, Goei is looking for only one or two ideas from each of his research colleagues. “These are companies that historically have had a competitive advantage and will continue to deliver above-average returns on invested capital,” he says.

To read the article, click here.

Ken Jiang joins Pan-Tribal team

Pan-Tribal Asset Management is pleased to announce the expansion of its Key Account Team with the appointment of Ken Jiang to the role of Key Account Manager – NSW. This is one of two key Sydney-based appointments, the second of which will be announced in the coming weeks.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

 

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