Kamal Govan
Kamal joined Allan Gray as an equity analyst in 2016 after working as a management consultant. He was appointed as a portfolio manager in 2020 and manages a portion of the African equity portfolio. He holds a Bachelor of Accounting Science degree and a Higher Diploma in Accountancy, both from the University of the Witwatersrand. Kamal is a qualified Chartered Accountant and a CFA® charterholder.
Articles by Kamal Govan
Africa ex-SA Equity Fund: Investing in Africa and why the source of returns matters
The Allan Gray Africa ex-SA Equity Fund has benefited from strong performance across several of its holdings this year. Kamal Govan explains what has driven...
Consumer staples: Should they be portfolio staples?
Everyone is familiar with consumer staples – e.g. groceries, beverages, home and personal care items – and many have a strong affinity for the underlying...
To have and to hold?
If the value associated with a holding company is less than the sum of its parts, is it a worthwhile investment? Kamal Govan looks at the drivers of holding...
