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December 14, 2016 In VIEWS

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

December 13, 2016 In VIEWS

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

November 21, 2016 In VIEWS

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.

February 22, 2016 In VIEWS

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

October 23, 2015 In VIEWS

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.

 

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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