Allan Gray: Q4 Quarterly Commentary

Comments from the chief operating officer

Rob Dower

When I returned to South Africa from London with my young family in the early part of the last decade, we thought we were trading economic security for a warmer... read more

The triumph of the markets -

Sandy McGregor

It was a communist article of faith that ultimately capitalism would destroy itself. Accordingly, during the 1920s... read more

Another view -

Duncan Artus

Regular readers of our recent commentaries will need little reminding that we have been cautious... read more

Development of the telecommunications profit tool -

Jan Silvis

The South African telecommunications market has grown rapidly since the early 1990s. In 1993 Telkom, then predominantly... read more

Understanding the return of a fund -

Richard Carter and Roenica Botha

When we talk about a funds performance we always assume distributions have been reinvested. But have you ever... read more

Tough to be different

Jonathan Brodie and Trevor Black

Short-term focus has become endemic. The average holding period on the New York Stock Exchange (NYSE) has dropped to just... read more

Allan Gray Orbis foundation update -

Anthony Farr

Over a period of 35 years, Allan Gray has consistently applied a methodology that encourages investment professionals to take a long-term approach... read more

Performance figures