Danton Goei of Davis Advisors, Portfolio Manager of the PAN-Tribal Global Equity Fund, recently provided us with a snapshot across the many facets of the Fund – from the Fund’s current positioning, to portfolio construction, recent portfolio changes, and investing in China.
To read the Q&A with Danton Goei, click here.
Listed private equity offers investors an attractive opportunity to enhance portfolio diversification and invest in assets that provide additional sources of potential return
Private equity is not unsustainable: the current state of private credit represents a natural progression of a maturing asset class.
Private equity exit uplifts are falling. Barwon’s analysis of over 300 global PE exits reveals a decline from a long-term median of ~30% uplift to
