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Davis Advisors Tag

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.

June 11, 2015 In VIEWS

Compounding Interest

The April 2015 edition of US investment magazine Value Investor features an interview with two of Davis Advisors’ key investment personnel – CEO Christopher Davis and Portfolio Manager Dante Goei (Goei is the co-PM of the Pan-Tribal Global Equity Fund).READ MORE

 

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