Jithen Pillay

Jithen joined Allan Gray in 2013 as a CA trainee before joining the Investment team as an analyst. He was appointed as a portfolio manager in December 2023 and currently manages portions of the equity and domestic balanced mandates. Jithen is a director of Allan Gray Proprietary Limited. He holds a Bachelor of Business Science degree in Finance and Accounting and a Postgraduate Diploma in Accounting, both from the University of Cape Town. Jithen is a qualified Chartered Accountant (SA) and a CFA^® charterholder.

Articles by Jithen Pillay

AB InBev: Catching up over a beer

By Jithen Pillay on 10 Feb 2026

Reading time: 4 mins

Jithen Pillay outlines the reasons behind the relative underperformance of Anheuser-Busch InBev (ABI), implications for the company’s prospects, and our late...

Equity Fund: Tilting away from the crowd

By Jithen Pillay on 14 Jan 2026

Reading time: 2 mins

In 2025, global markets rallied and many recorded historic highs. Portfolio manager Jithen Pillay discusses the Allan Gray Equity Fund's recent performance a...

Looking beyond trade wars and extreme market chaos

By Jithen Pillay on 07 Jul 2025

Reading time: 6 mins

Market participants would be forgiven for having developed a mild case of post-traumatic stress disorder over the last three months. The now infamous “Libera...

Diamonds in the rough: A look at luxury

By Jithen Pillay on 05 Feb 2025

Reading time: 5 mins

The luxury industry is broad – it encompasses everything from fine food and beverages to cars, aeroplanes, boats and fine art. Ultimately, luxury is down to...

Navigating investment challenges: The interplay between skill and luck

By Jithen Pillay and Matthew Patterson on 05 Jun 2024

Reading time: 7 mins

Decision strategist and best-selling author Annie Duke advises focusing on a good process when trying to make the best decisions in highly uncertain scenario...

Trends shaping the future of investment management

By Jithen Pillay on 12 Apr 2024

Listening time: 42 mins

The commonly accepted wisdom is that if we want a glimpse into the future of South Africa’s financial services sector, we should take a look at the United...

AB InBev: The king of beer

By Jithen Pillay on 31 Jan 2023

Reading time: 9 mins

The market has several concerns about brewer Anheuser-Busch InBev which are currently weighing on its share price. We believe the company’s fundamentals are...

Woolworths: Not so down under

By Jithen Pillay on 22 Apr 2021

Reading time: 7 mins

Most of you will be more than familiar with the fashion, beauty, home and food offering of retailer Woolworths, affectionately referred to as Woolies, and on...