Unifying excellence in asset management

High quality investment products managed by experts around the world.

We have a simple goal – to create wealth for investors by sourcing high-quality financial products from leading investment managers worldwide. We back that with exceptional service and support. We continue to build our ‘tribe’ of like-minded people and businesses who uphold our values and maintain a client-centric approach.
PAN

~ spanning all, implying union of all branches of a group, a bringing together

Tribal

~ members of a community, a group of individuals united by a common thread

Seasons Greetings / Office Closure Period

We are taking a short break over the holiday period. Our office will be closed from Wednesday, 24 December 2025 to Friday, 2 January 2026 inclusive.

We would like to take this opportunity to wish all our clients and colleagues a safe and happy holiday season.

We look forward to working with you in the year ahead!

For urgent queries during our office closure, please call 03 9654 3015 to leave a message for a member of our team. Please note that unit registry services for all Funds will continue as usual - unit prices will be released and transactions processed on relevant business days for each Fund.

Investment Managers.

While being mindful of investment trends, we look for investment managers that help us fulfil an unmet investment need … be it an under-represented asset class, investment style or unique investment discipline.

Our Funds.

We source and distribute high-quality investment products managed by experts from around the world. All funds we take to market are of exceptional quality, from high-calibre managers who have “skin in the game”.

Good businesses can be bad investments if you pay the wrong price.

Christopher C Davis, Chairman, Portfolio Manager & Research Analyst, Davis Advisors

Insights.

News & Insights brought to you by our in-house experts and investment partners.

Level 17, 90 Collins Street
Melbourne 3000
T: 03 9654 3015
F: 03 9662 3304

ABN 35 600 756 241
AFSL 462 065

Unifying excellence in asset management