Radhesen Naidoo - Allan Gray

Radhesen Naidoo

Radhesen is joint head of the Institutional Clients team and head of Orbis Client Servicing in South Africa. He joined Allan Gray in 2012 as a business analyst and also worked as a performance analyst at Orbis. Radhesen holds a Bachelor of Science (Honours) degree in Actuarial Science from the University of the Witwatersrand and is a qualified actuary.

Articles by Radhesen Naidoo

Insights categories - Offshore investing

Holding steady when global markets are in flux

By Radhesen Naidoo on 13 Dec 2023

Listening time: 51 mins

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...

Insights categories - Investment insights

The power of 1%

By Radhesen Naidoo on 04 May 2023

Reading time: 10 mins

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....

Insights categories - Offshore investing

How to invest offshore

By Radhesen Naidoo and Thandi Skade on 22 Apr 2021

Reading time: 8 mins

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...

Insights categories - Local investing

Prospects look promising

By Stephan Bernard and Radhesen Naidoo on 12 Oct 2020

Reading time: 8 mins

Disappointing short-term performance has had a dampening effect on longer-term numbers. Looking at similar periods in our history provides useful context and...

Insights categories - Offshore investing

Orbis: Performance and positioning during COVID-19

By Radhesen Naidoo on 17 Apr 2020

Reading time: 9 mins

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...

Insights categories - Markets and economy

How will current market conditions impact our portfolios?

By Radhesen Naidoo on 11 Mar 2020

Reading time: 8 mins

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...

Insights categories - Investment insights

Are you comfortable swimming against the tide?

By Radhesen Naidoo on 28 Oct 2019

Reading time: 7 mins

Allan Gray and our offshore partner, Orbis, describe our shared investment approach as “contrarian”. “Contrarian” is usually defined as “opposing or rejectin...

Insights categories - Local investing

Stable Fund: Are we meeting our objectives?

By Stephan Bernard and Radhesen Naidoo on 29 Apr 2019

Reading time: 11 mins

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...

Insights categories - Offshore investing

Orbis: Can you be patient and excited at the same time?

By Radhesen Naidoo on 05 Apr 2019

Reading time: 6 mins

As contrarian investors who invest differently, periods of underperformance are part of the investment cycle and, while disappointing, they can offer...

Insights category - companies

Our Tencent(s) on VIE structures

By Radhesen Naidoo on 11 Mar 2019

Reading time: 3 mins

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...

Insights categories - Offshore investing

Orbis: Key detractors from recent performance

By Radhesen Naidoo on 08 Mar 2019

Reading time: 5 mins

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...

Insights categories - Local investing

Striking a balance

By Claudia Del Fante and Radhesen Naidoo on 20 Jul 2017

Reading time: 11 mins

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...

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