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

Equity Fund: Markets retreat as sentiment cools and volatility rises

By Jithen Pillay on 17 Apr 2026

Reading time: 3 mins

Against heightened geopolitical tension and increased market volatility, the Allan Gray Equity Fund navigated a challenging first quarter of 2026, delivering...

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...

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...

Managing investments in periods of uncertainty

By Joshua Singer and Jithen Pillay on 15 Jul 2024

Reading time: 8 mins

Games can be categorised along a continuum based on their reliance on luck or skill. Roulette, for instance, is purely a game of chance. Despite occasional...

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...