Allan Gray: Q1 Quaterly Commentary

Comments from the Chief Operating Officer

Rob Dower

In the last six weeks South Africa has been aglow with positive sentiment and optimism. The World Cup has had a real impact on national unity and confidence as well as on how others perceive our country - and our continent. At the same time, the economy has continued its recovery, albeit more by way of higher commodity prices and global demand ...read more

Welcoming the world to South Africa (but are they here to stay...?) -

Ian Liddle

I am writing this article on the eve of South Africa's opening World Cup match against Mexico... read more

The investment case for BAT -

Simon Raubenheimer

We last wrote about British American Tobacco (BAT) in the Q4 2007 Quarterly Commentary. At the time, BAT was not listed... read more

The Stable Fund completes a decade -

Richard Carter

Over the first 10 years of its existence the Stable Fund has performed exceptionally well, beating its benchmark... read more

The story is in the stocks -

Jonathan Brodie and Trevor Black

Some managers take a 'top-down' or macro-orientated approach to investing. In other words, they focus on economic data.... read more

Service worth talking about -

Chris Tisdall

At a dinner party recently I asked some friends if they could give me examples of really good service they had experienced... read more

Early withdrawals from your retirement savings can be taxing-

Michael Summerton and Carla Rossouw

Regular readers of our commentary will know that we... read more

The Allan Gray Orbis Foundation update -

Anthony Farr

Malcolm Gladwell's book 'Outliers' explores the factors behind individuals who achieve success. He explains that a... read more