Articles by Fiona Jeffery
Orbis: Navigating market change
To do well over the long term, you need to be positioned differently – particularly when markets are going through change. Fiona Jeffery, from our offshore...
How 'active' is your manager?
Regular readers of our commentaries will know that we follow a valuation-based investment philosophy. At the same time, we are not afraid of investing contra...
Analysing your fund's performance
Regular readers of our Quarterly Commentary will know that at Allan Gray we are focused on generating superior returns for our clients over the long term. On...