Comments from the chief operating officer
The triumph of the markets
Another view
Development of the telecommunications profit pool
Understanding the return of a fund
Tough to be different
Allan Gray Orbis foundation update
2009
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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...
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The triumph of the markets -
Sandy McGregor
It was a communist article of faith that ultimately capitalism would destroy itself. Accordingly, during the 1920s...
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Another view -
Duncan Artus
Regular readers of our recent commentaries will need little reminding that we have been cautious...
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Development of the telecommunications profit pool -
Jan Silvis
The South African telecommunications market has grown rapidly since the early 1990s. In 1993 Telkom, then predominantly...
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Understanding the return of a fund -
Richard Carter & Roenica Botha
When we talk about a funds performance we always assume distributions have been reinvested. But have you ever...
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Tough to be different
Jonathan Brodie & Trevor Black
Short-term focus has become endemic. The average holding period on the New York Stock Exchange (NYSE) has dropped to just...
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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...
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