Articles by Sean Munsie
Podcast: Can South African investors continue to count on commodities?
In this episode of The Allan Gray Podcast, portfolio managers Sean Munsie and Rory Kutisker-Jacobson and investment analyst Jithen Pillay discuss the cyclica...
How not to succumb to chasing the money
Many investors are still reeling from the COVID-19 rollercoaster ride and are grappling with how to position their portfolios when they value both capital...
Allan Gray Stable Fund: A cautious fund for all seasons
The Allan Gray Stable Fund’s ability to alter its asset allocation to defend against risk and capitalise on opportunity makes it an option for risk-averse...
Glencore: Investigating the decarbonisation opportunity
In the midst of COVID-19, governments desperate to break the recessionary cycle are focusing on infrastructure programmes, with an expected uptick in demand...
The Stable Fund at 20
With an allocation to assets such as equities being key to long-term growth, even for more conservative investors, we believe the Allan Gray Stable Fund...
The Allan Gray Stable Fund turns 20
Over the last two decades, the Allan Gray Stable Fund has built a solid track record through dynamic asset allocation, bottom-up stock-picking and mindful ri...