Welcome to PanGeoInvestment.com, the website for ordering American or global portfolio investment advisory services and investor data directly from Pan Geo Investment Inc. Pan Geo Investment Inc. is an independent Investment Advisor to residents of the United States and to residents of those jurisdictions that accept SEC registrants. Pan Geo Investment Inc. has been registered with U.S. Securities and Exchange Commission (U.S. Securities and Exchange Commission (Home Page)) as Investment Advisor in United States since April 2000.
Check the marquee banners above and refer to the Performance Page for information about the success of our investment advisory services to date and to view the indexed part of our 164 country Pan Geo Investment Global Table™. This table also contains links to major exchanges of these countries thereby enabling you and us to easily visit them by clicking on those links. The 100 countries not currently in our Pan Geo Global Index are shown in the Table portion on our Also Eligible Page.
We have green investing for you at Pan Geo Investment. Please refer to Investigations page if you would like to see Pan Geo Investment Eco Table™. Our current tabulation of Dirty Lime Weighty 80 countries are shown there together with explanations of pollution problems and various commentary. Its an eye opener and we recommend people look at it before investing to determine how they may be affected by climate risk and to learn about the issues involved.
See the InvestorDataBlock page of this website to order, or for information about our periodic Investor Data Block auctions. Investor Data Blocks are not investment advice. The cost of ordering either our precursor Pan Geo Global Investor Data Block™ or Pan Geo 100% American Investor Data Block™ is $19.
Ordering investment advice involves providing specific Know Your Client information about your situation. Refer to the Know Your Client page to provide us with particular information required by regulatory authorities before any registered investment advisor can provide their advice to you. Your Know Your Client information is confidential and is not used for any purpose other than to identify and communicate with you and provide suitable advice. Also we have our comment log there so you may know something about our views.
Once we have set up your Know Your Client file, you may re-order by mail, email, using the Buy Now buttons at this website or by phone at 1-604-321-0666 or 1-778-848-9671. To obtain our current advice for investing in particular securities, refer to the OrderAdvice page.
The cost of receiving current, mutual portfolio securities recommendations from either our Pan Geo Global Capital Appreciation Portfolio™ or Pan Geo 100% American Strength Growth Portfolio™ is $29. These products are suitable for investors seeking growth of capital. The cost of ordering a private, custom designed portfolio involving dedicated computer use is $98 as described on the OrderAdvice page.
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Competition
To assist investors and other interested parties in comparing global and US growth funds, we are also reporting performance on a rolling average annual total return basis (assuming annual compounding). As time goes by we may add other indices and funds in these categories to the tables below. Included in the tables are our portfolio performance results as of May 4, 2008 along with same for the hybrid index benchmark we reference to FTSE World Index™ until October, 2007 and to FTSE All World Index™ thereafter if FTSE World Index™ is not available (prior to October 2007, FTSE World Index was data series 1804449 at ft.com, then it seems to have been removed, replaced or otherwise reconstituted). On May 4, 2008 FTSE World Index™ value was available and was used in producing the table below.
Occasionally, a table data entry will have a "n/a" value at that juncture because the requisite performance measurement data at one endpoint of the rolling time interval is not available close enough to the measurement time span cutoff. Refer to Performance Page for more details on table entities below and performance to date. For more information on construction of Pan Geo Global Index™, which currently is based on 64 countries, refer to the section with that heading on Performance Page.
| ROLLING AVERAGE ANNUAL TOTAL RETURN (unlevered) - ending May 4, 2008 | |||||
|---|---|---|---|---|---|
| HYBRID GLOBAL INDEX/ FUND/ PORTFOLIO | 1 Yr % | 2 Yr % | 3 Yr % | 4 Yr % | 5 Yr % |
| Pan Geo Global Capital Appreciation Portfolio ™ | n/a | 14.4 | 17.3 | n/a | 17.4 |
| Pan Geo Global Index ™ | n/a | 45.6 | 42.8 | n/a | 28.8 |
| FTSE World Index ™ | n/a | 7.6 | 11.2 | n/a | 10.2 |
| MSCI All World Index ™ | n/a | 7.7 | 12.6 | n/a | 11.7 |
| ROLLING AVERAGE ANNUAL TOTAL RETURN (unlevered) - ending May 4, 2008 | |||||
|---|---|---|---|---|---|
| HYBRID US INDEX / FUND / PORTFOLIO | 1 Yr % | 2 Yr % | 3 Yr % | 4 Yr % | 5 Yr % |
| Pan Geo 100% American Strength Growth Portfolio ™ | n/a | 12.7 | 16.8 | n/a | 13.8 |
| Equal weight hybrid - Nasdaq Comp, Russell 2000, S&P 500 ™ | n/a | 2.1 | 10.4 | n/a | 11.0 |
Comment
September 9, 2007 - So as to try to reduce what we perceive as being misunderstanding regarding capitalism and market economics, allow us to comment about alleged "over-competitive" behavior in the Chinese telecommunications industry. This term was used to describe the marketplace jostling and antics of some employees who were using social events featuring cases of beer and carrying-on to try to induce more business. China Mobile, China Netcom, China Unicom and China Telecommunications are oligopolists. There has been a limited number of competitive alternatives for Chinese people to choose from so we have had oligopolistic competition or at best a weakly-competitive environment. This is under-competition, not over-competition. As you increase the number of competitors in the space, we think you will observe in the limit, a corresponding reduction in dysfunctional behaviors and an increase in over-competitive ones, the latter being what the citizenry will benefit from the most. Two examples of over-competitive behavior are employees working overtime to meet a deadline or finish a new project and accelerating the schedule in a plan for capital investment. Guzzling beers and eating pastries in a commercial establishment to try to sign up a new customer is not over-competitive behavior, it may be over-social behavior. As the number and variety of competitors increase in any sector including government in the form of multi-party democracy, ceteris paribus, the tendency to assess, valuate and make decisions based on merit and accountability increases. It is too often the larger, mature, conglomeratic-type entities that resort to backroom manipulation, influence peddling, symbiotic co-option of regulators and rule makers with select competitors, accounting cheating, wasteful and corrupt practices and so on. They try to defend market share and their power increasingly via various social and cooperative partnership connections. This is all to the detriment of the people and society.
As the 2008 Beijing Olympics will showcase and symbolize, spirited open competition on a level playing field brings out the very best in everyone. Problems and social unrest have a hard time getting a foothold in such a freely-competitive setting where outcomes are driven and determined by everyone's ability and willingness to perform. Its fire and desire. We believe as China becomes more and more competitive, the assimilation of Taiwan will be natural and harmonious as time goes by. As another corollary here, our advice to the Mayor of Beijing would be not to worry about pushing, shoving and spitting in the streets by the people of Beijing. Quite the contrary. Many of them could be entrepreneurial dynamos and represent China's future. We think investors sense tremendous energy and opportunity here. The people of Beijing and China generally are yearning to get in there and compete in markets in some way. Accordingly, we think they increasingly will expect and demand an open, fair-minded market system to judge and reward their efforts by. The authorities should continue work on how best to enhance competition, including how to incite, channel and capture the efforts of each economic actor for the individual's own benefit plus the greater social good.
See the bottom of Know Your Client page for our other commentaries.
About Pan Geo Investment Inc., PI2™
We offer our unique portfolio investment advisory service directly to investors via this website. At this site, you are able to order the latest results from the powerful and comprehensive Portfolio Investor 2008 © program ("PI2"). Based on the specification of thousands of variables and settings, PI2 has the capability to create tens of millions of different portfolios that range from being global in scope to local. By providing advice efficiently and effectively to end users about a prospective portfolio of securities, customers are able to take action to invest in those assets directly. PI2 also facilitates greater control over portfolio investment decision-making including investment strategy, portfolio diversification, taxes, fees and the timing of buying and selling investments. By owning securities directly as opposed to holding only the units or shares of a fund company, tax fairness is generally enhanced, expenses are reduced and pride and responsibility associated with ownership increases.
Pan Geo Investment Inc. primary focus and competitive advantage is independent evaluation of information and deployment of its precision automated intelligence capabilities to drive and assist portfolio investment decision-making. When our clients act directly to invest based on Pan Geo Investment Inc. advice, Pan Geo Investment Inc. has effectively provided them an alternative to investing in mutual funds, hedge funds, exchange traded funds, index funds, closed investment funds, wrap accounts, separately managed accounts, private bank client services, folios, etc. We believe sophisticated, electronically-driven, modest cost investor services delivered directly to end users will largely replace investment fund empires that currently exist. This transition is likely to occur over about 15 to 20 years in part because it takes time to overcome pre-existing customer and distribution relationships.
PI2 is very useful to have around and we do not attempt to compete with our in-house automaton. We only find, analyze and specify the information then PI2 is put to work. And unlike us, PI2 doesn't get tired, make mistakes or cause problems such as demands for more wages. PI2 is trying to pressure high-priced money managers and advisors, in particular those whose relative performance results do not justify the unreal expenses being charged to investors (but PI2 does not understand marketing).
Proposals to, and Affiliations with, Pan Geo Investment Inc.
Pan Geo Investment Inc. is a private, non-reporting corporation. We believe we have formidable field-proven technology, a record of outperformance as Investment Advisor and a rock-bottom cost structure. These characteristics collectively add up to a marked, and we believe, sustainable competitive advantage in this space, enabling us to compete effectively for more and more business. We also enter into purely contractual relationships with those who would like access to our investment advice and services.
Currently, we seek to expand our capital base and establish a presence directly or indirectly in other strategic locations worldwide. We have thought of borrowing to invest, private equity placement of shares and a share exchange with one or more publicly-held companies or funds. Our flagship mutual portfolios, driven by our PI2 technology, have strong long term performance records and could become funds or actively-managed ETF's. Unlike the vast majority of market players, we have never "discontinued" any performance record associated with our prior advice and tried to start a new one. Also please check the other pages of this website using the links below for globally-connected and tuned-in investment support services.
We welcome capital and investment from sovereign funds, too from any country that it is legal for us to deal with based on our current status which is a foreign adviser registered with the SEC in Washington, DC and resident in Vancouver, BC, Canada. We are a global, independent advisory that is not political and does not lobby so that may make us a good match for sovereign funds. We need to improve our "rainbow" around here because right now we are 100% Canadian ownership and have only an English language website which is too parochial.
Products and services of, proposals to, or affiliations with Pan Geo Investment Inc. are not being offered in any jurisdiction where such offers would or could be illegal. We ask those sending us proposals to please first check the legality of it for the applicable jurisdiction or jurisdictions contemplated to be sure it is compliant with prevailing laws, regulations and standards. Assuming proponents have legal authority to conduct our value-added reseller business in the jurisdiction the end-user customer is resident, we foresee affiliates of Pan Geo Investment Inc. acting as advisors, intermediaries and distribution partners. For example, end-user customer orders may be referred to us by the affiliate on behalf of the client and the affiliate may perform advisory, Know Your Client data gathering and other customer communications functions.
To submit a written proposal concerning an increase in capital for Pan Geo Investment Inc., to inquire about the structure of, or specific terms governing, an affiliation please reply to the address below, ring 1-604-321-0666, 1-778-848-9671 or contact garyhamill@pangeoinvestment.com.
Mailing Address: Pan Geo Investment Inc., 688, Unit 4 - 350 S.E. Marine Drive, Vancouver, B.C. V5X 2S5 Canada
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