The PAN-Tribal Global Equity Fund aims to deliver long-term capital growth. It 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.

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.

Managed using the ‘Davis Investment Discipline‘, the fund an unconstrained buy-and-hold approach that seeks to generate excess returns over multi-year periods.

Represents high conviction ideas from a universe of global investment opportunities, not restricted by market cap, country, sector, or industry constraints.

It provides the portfolio with a long only, low turnover, benchmark agnostic portfolio that has a focus on buying businesses rather than trading stocks.