PAN-Tribal Asset Management and Barwon Investment Partners sign distribution agreement

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PAN-Tribal Asset Management and Barwon Investment Partners are pleased to announce they have signed an exclusive distribution agreement for the Australian marketplace. Founded in 2006, Barwon Investment Partners focuses on providing innovative investment solutions in the private equity and property asset classes for institutional and wholesale clients. A central tenet of PAN-Tribal Asset Management’s philosophy […]

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PAN-Tribal Global Equity Fund maintains Zenith rating

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PAN-Tribal Asset Management is pleased to announce the PAN-Tribal Global Equity Fund has maintained its Highly Recommended rating following Zenith’s recent review of the global equity fund sector. Managed by New York-based Davis Advisors, the PAN-Tribal Global Equity Fund provides a style neutral, currency unhedged and benchmark unaware exposure to global equities. In its research […]

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Looking back, gazing forward

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On his recent trip to Australia we asked Danton Goei, 20-year veteran of Davis Advisors[1] and Portfolio Manager of the PAN-Tribal Global Equity Fund, to share his insights about what happened to global markets in 2018 and why he has a positive view about 2019. Q: Most investors and advisers are probably thinking – “what […]

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PAN-Tribal Global Equity Fund upgraded by Zenith

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PAN-Tribal Asset Management is pleased to announce the PAN-Tribal Global Equity Fund was upgraded to Highly Recommended following Zenith’s recent review of the global equity fund sector. Managed by New York-based Davis Advisors, the PAN-Tribal Global Equity Fund provides a style neutral, currency unhedged and benchmark unaware exposure to global equities. According to their report, […]

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PAN-Tribal Global Equity Fund takes the award

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PAN-Tribal Asset Management is pleased to announce the PAN-Tribal Global Equity Fund is the winner of the Money Management/Lonsec Fund Manager of the Year Award – Global Equity (Large Cap) – 2018. The Fund Manager of the Year Awards recognise excellence across the funds management industry; research house Lonsec uses a three-step process to select […]

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PAN-Tribal expands distribution team

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PAN-Tribal Asset Management today announced that experienced sales professional Nick Baring has joined its Key Accounts Team. PAN-Tribal Asset Management is pleased to announce the further expansion of its team with the appointment of Nick Baring to the role of Key Account Manager. Nick will join David Myers in servicing dealer groups and financial advisers […]

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No such thing as a ‘must own’ company

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Speaking to financial advisers at a recent Pan-Tribal lunch, Danton Goei of Davis Advisors, shared his investment insights – including his belief that there’s no such thing as a ‘must own’ company. Danton Goei, analyst and portfolio manager of the Pan-Tribal Global Equity Fund explained that valuation is one of three key determinants that underpin […]

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Lonsec upgrades the Pan-Tribal Global Equity Fund

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Following the recent ratings upgrade by Zenith Investment Partners, we are pleased to announce that the Pan-Tribal Global Equity Fund has also been upgraded to ‘Recommended’ by Lonsec. As a result of Lonsec’s in-depth Global Equity review process, it has upgraded the Pan-Tribal Global Equity Fund from ‘Investment Grade’ to ‘Recommended’. According to Lonsec’s rating […]

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New appointment for Pan-Tribal Board

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Peter Kerr OAM, has joined the Pan-Tribal Asset Management Board as a non-executive director, bringing with him extensive experience in banking law, financial markets and corporate governance. Pan-Tribal is pleased to announce the appointment of Mr Peter Kerr OAM to its Board. Peter is a partner of Kemp Strang Lawyers and is currently a director […]

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A world of contrasts: Davis Advisors

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Speaking to financial advisers at a recent Pan-Tribal lunch, Peter Sackmann of Davis Advisors took attendees on a world tour, looking at markets, sectors and stocks in each region. Peter Sackmann, CFA, analyst and portfolio review committee member at Davis Advisors (Davis) told attendees that the US market had been hampered by twin uncertainties – […]

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