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.
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