PAN-Tribal Global Equity Fund

Fund Overview

The investment tenet underpinning the PAN-Tribal Global Equity Fund is the belief that investing in durable companies with expanding earnings at value prices and holding them for the long-term is an effective way to build and preserve capital.

The Fund aims to deliver long-term capital growth and seeks to outperform the MSCI ACWI (in AUD) over the medium to long-term by investing in companies with attractive long-term growth potential in both developed and developing markets.

Managed by Davis Advisors, it uses the ‘Davis Investment Discipline’, an unconstrained buy-and-hold approach that seeks to generate excess returns over multi-year periods.

Fund Features

  • The Fund employs a time-tested strategy that has successfully compounded wealth for more than 50 years
  • Represents high conviction ideas from a universe of global investment opportunities, not restricted by market cap, country, sector or industry constraints
  • Long only, low turnover, benchmark-agnostic investment approach
  • The team identifies attractive businesses with sustainable competitive advantages and experienced management, selling at a discount to their true value
  • A focus on buying businesses rather than trading stocks

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Fund Facts

  • Inception date: 24/11/2014
  • APIR: ETL0419AU
  • Unit Valuation: Daily
  • Distributions: Annual

How to Invest

Investment can be made using the Fund’s PDS or via a number of platforms, including:

  • AMP North
  • BT Panorama
  • HUB24
  • Macquarie Wrap
  • netwealth

See the full range of platform availability here.

Chris Davis, Chairman, Portfolio Manager and Research Analyst, Davis Advisors

“We seek companies that wisely invest their capital and reap superior returns on that investment.”

Chris Davis, Chairman, Portfolio Manager and Research Analyst, Davis Advisors

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