Radhesen Naidoo
Articles by Radhesen Naidoo
Holding steady when global markets are in flux
In the latest episode of The Allan Gray Podcast, Radhesen Naidoo, Allan Gray’s joint head of Institutional Clients and the client-servicing lead for Orbis in...
The power of 1%
As we celebrate our 50 th anniversary, we are mindful of the collective efforts of teams, past and present, in building our long-term track record....
How to invest offshore
It is said that home is where the heart is, and for many investors, it is a sentiment reflected in the composition of investment portfolios, often skewed in...
Prospects look promising
Disappointing short-term performance has had a dampening effect on longer-term numbers. Looking at similar periods in our history provides useful context and...
Orbis: Performance and positioning during COVID-19
There has been little else to talk about as COVID-19 dominates world headlines. Globally, everyone is trying to evaluate the real impact the pandemic will ha...
How will current market conditions impact our portfolios?
The start of 2020 has been tumultuous as fears about the coronavirus have dominated the news and global markets. The resulting volatility has been compounded...
Are you comfortable swimming against the tide?
Allan Gray and our offshore partner, Orbis, describe our shared investment approach as “contrarian”. “Contrarian” is usually defined as “opposing or rejectin...
Stable Fund: Are we meeting our objectives?
The investment environment over the last few years has been particularly challenging, causing the Stable Fund’s return to be more volatile than it has been...
Orbis: Can you be patient and excited at the same time?
As contrarian investors who invest differently, periods of underperformance are part of the investment cycle and, while disappointing, they can offer...
Our Tencent(s) on VIE structures
As at 28 February 2019, Naspers made up just over 18% of the FTSE/JSE All Share Index. Because of its dominance, including or excluding the share will have a...
Orbis: Key detractors from recent performance
Periods of underperformance are stressful and disappointing, and while they are an expected part of the investment cycle for us as a contrarian manager, we...
Striking a balance
Where many investors define risk as the volatility of returns, or the risk of looking different, our focus is always on avoiding permanent loss of capital...
