Duncan Artus

Duncan Artus

Duncan joined Allan Gray in 2001 and has been managing a portion of client equity and balanced portfolios since January 2005, when he was appointed as a portfolio manager. He is a director of Allan Gray Group Proprietary Limited. Duncan completed his Honours in Business Science and postgraduate diploma in accounting at UCT. He holds both the CFA and CMT charters.

Articles by Duncan Artus

How are our portfolios positioned to protect and grow our clients' capital?

By Duncan Artus on 24 Jan 2018

Regular readers of our commentaries would have noted that we have found an increasing number of attractive opportunities in local equities over the last 18...

Balanced Fund update: An increased weighting towards local stocks

By Duncan Artus on 23 Oct 2017

The local equity market had a strong quarter, breaking out to new highs despite all the negative news headlines. Many investors forget that the FTSE/JSE All...

Equity Fund update: Investing in the shade of unnerving political headlines

By Duncan Artus on 13 Jan 2017

The year 2016 will be remembered by investors as one in which politics dominated the headlines. But what do we make of it all as investors trying to focus on...

What to focus on when choosing shares and other assets

By Duncan Artus on 18 Nov 2016

How do you distinguish a good investment from a lemon? And how do you create a well-diversified portfolio? Listen to this 15-minute interview on PowerFM...

Restructurings as a source of excess returns

By Duncan Artus on 30 Jun 2016

We are always on the lookout for opportunities offered by the potential restructuring of companies. They can often generate attractive returns with a...

Managing portfolios in times of uncertainty

By Duncan Artus on 24 Jun 2016

My inbox is filling up with commentary about the impact of Brexit. Some of the commentary is of debatable long-term value and with news of this nature it tak...

Consumption trends in emerging markets: Opportunities and pitfalls

By Duncan Artus and Tamryn Lamb on 23 Nov 2015

Looking to capitalise on the rise of the emerging market consumer? Beware of the potential pitfalls .

Changing the odds

By Duncan Artus on 30 Sep 2014

Sun International, South Africa's second largest casino and resort operator, is undergoing significant change after a number of years of underperformance....

A simple checklist for domestic asset allocation

By Duncan Artus on 07 Aug 2013

I recently read the fascinating book ‘The Success Equation: Untangling luck in Business, Sports and Investing’1, which explores, how much of one’s success or...

The trend is your friend till it bends at the end

By Duncan Artus on 24 May 2012

For some time we have been concerned about the sustainability and unbalanced nature of consumption growth in South Africa. I don’t believe you can consume,...

Insurance: better than you think

By Duncan Artus and Leonard Krüger on 31 Mar 2012

We have previously set out the reasons Sanlam has an above-benchmark position in our clients’ portfolios (see Quarterly Commentary 1, 2010). On a...

Can the level of interest rates be used to reliably predict investment returns?

By Duncan Artus on 13 Jul 2011

Local and global short-term interest rates are at low levels. This has led to questions about the rationale for holding cash both locally and offshore. We ha...

Happy equilibrium

By Duncan Artus on 30 Sep 2010

Duncan Artus discusses the implications of the growth in the local asset management industry being focused on asset managers who variously describe their...

Another view

By Duncan Artus on 31 Dec 2009

Governments around the world are engaged in significant fiscal and monetary stimulus. But there is some doubt about whether their efforts will improve the re...

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