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.
The global growth equity universe spans a broad spectrum, from emerging disruptors to established compounders with resilient long-term potential.
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.
