Articles by Mahesh Cooper
How to select an investment manager
Focusing on past performance is often the first and only port of call for investors when trying to differentiate between investment managers. But there is no...
Asset allocation: Top down, or bottom up?
Within a multi-asset class balanced portfolio , there are different ways to manage the asset allocation. Some managers prefer to follow a ‘top-down’ strategy...
Contrarian investing and different performance
The valuation-based approach to investing used by Allan Gray and our offshore partner Orbis is often contrarian since the shares that are most attractively...
Stable Fund: Safeguarding our clients' capital is our core focus
When we launched the Allan Gray Stable Fund (the Fund) 15 years ago, we hoped that it would provide clients with returns that were competitive with bank...
Responsible Investing
The Code for Responsible Investing in South Africa ('CRISA') was introduced in 2011 as an industry-wide initiative. Allan Gray supports CRISA's principles an...
Foreign exposure in the Allan Gray Stable Fund
The long-term track record of the Allan Gray Stable Fund shows returns well ahead of its benchmark and satisfactory capital stability. Nevertheless, the Fund...
