PAN-Tribal Global Equity Fund Update

PAN-Tribal Global Equity Fund Portfolio Manager Danton Goei provides a brief update on portfolio performance, positioning, developments across key holdings, opportunities within the AI ecosystem and Davis Advisors’ forward views on the portfolio, including where he sees as a compelling opportunity for long-term investors.

The data presented in this discussion was current as at the date of recording.

This webinar has been produced by PAN-Tribal Asset Management for sophisticated investors and investment professionals. The content presented is for general information purposes only and does not take into account any individual’s investment objectives, financial situation or particular needs.

The information provided should not be relied upon as investment advice or as a recommendation to invest in any financial product or strategy. We strongly encourage investors to seek professional advice and to review the Fund’s current Product Disclosure Statement (PDS) and the Reference Guide, which forms part of the PDS, before making any investment decision. Investors may access the Fund through a licensed financial adviser or an investment platform using the PDS issued by that platform.

This webinar may contain forward-looking statements, forecasts, projections, estimates and opinions regarding future market conditions, earnings, investment performance and other matters. Such statements are based on assumptions and expectations current at the time of recording and involve known and unknown risks and uncertainties. Actual outcomes and results may differ materially from those expressed or implied, and no representation or warranty is made as to the accuracy or completeness of any forward-looking statement.

Past performance is not a reliable indicator of future performance. Any forecasts, targets or projections are provided for illustrative purposes only and are not guarantees of future results. Investments in the Fund are subject to investment risk, including possible delays in repayment and loss of income or capital. The value of investments and any income from them may rise or fall, and investors may not recover the full amount invested.

During this webinar, including any question-and-answer session, speakers may express opinions regarding investment strategies, individual securities, economic conditions and market developments. These views are current as at the date of recording, may change without notice, and should not be relied upon as statements of fact.

Davis Advisors is committed to communicating with our investment partners as candidly as possible because we believe our investors benefit from understanding our investment philosophy and approach. Our views and opinions regarding the investment prospects of our portfolio holdings and Fund include “forward-looking statements” which may or may not be accurate over the long term. Forward-looking statements can be identified by words like “believe”, “expect”, “anticipate”, or similar expressions when discussing prospects for particular portfolio holdings and/or the Fund. You should not place undue reliance on forward-looking statements, which are current as of the date of this recording. We disclaim any obligation to update or alter any forward-looking statements, whether as a result of new information, future events or otherwise. While we believe we have a reasonable basis for our appraisals and we have confidence in our opinions, actual results may differ materially from those we anticipate.