Simon Raubenheimer

Simon Raubenheimer

Simon was employed at Allan Gray from 2002 to 2018. He managed a portion of the equity and balanced portfolios from July 2008, when he was appointed as a portfolio manager. Simon holds a Bachelor of Commerce degree in Econometrics from the University of Pretoria and an Honours degree in Financial Analysis from the University of Cape Town. He is a CFA® charterholder.

Articles by Simon Raubenheimer

Insights categories - Local investing

Equity Fund update: Reversal of fortunes for domestically orientated sectors

By Simon Raubenheimer on 19 Jan 2018

Reading time: 3 mins

For most of 2017, domestically orientated sectors fared poorly against the FTSE/ JSE All Share Index (ALSI). However, the last few weeks of the year saw a...

Insights categories - Local investing

Balanced Fund update: Unloved stocks present buying opportunities

By Simon Raubenheimer on 28 Jul 2017

Reading time: 3 mins

Investor sentiment towards emerging markets remains weak. This has left emerging markets at a valuation discount to developed markets. The MSCI Emerging Mark...

Insights category - companies

Barclays Group Africa: Seizing the opportunity

By Simon Raubenheimer on 20 Jul 2017

Reading time: 9 mins

Earlier this quarter our clients had the chance to participate in a rare opportunity: on 31 May 2017, UK-based Barclays PLC announced the sale of 33.7% of BG...

Insights categories - Investment insights

Did we get lucky?

By Simon Raubenheimer on 14 Nov 2016

Reading time: 5 mins

The Allan Gray domestic equity strategy delivered returns of 17.2% for the 12 months ending September 2016, after having subtracted all fees and costs. The...

Insights categories - Local investing

Equity Fund update: Don’t be seduced by high expectations

By Simon Raubenheimer on 14 Oct 2016

Reading time: 3 mins

It is interesting to note the surprise announcements made by several market ‘darlings’ over the course of the third quarter of 2016. Mr Price revealed negati...

Insights category - companies

Manufacturing in meltdown

By Simon Raubenheimer on 30 Jun 2015

Reading time: 13 mins

The manufacturing sector is currently in a woeful state. Simon Raubenheimer discusses why we are where we are. 'The Board of Directors has taken the decision...

Insights categories - Local investing

Message from our Top 10 equity holdings

By Simon Raubenheimer on 26 Nov 2012

Reading time: 5 mins

Investors frequently ask us whether or not our choice of shares reveals a particular theme or ‘story’. Investors are also curious as to how we alter our...

Insights categories - Markets and economy

An era of high global earnings

By Simon Raubenheimer on 30 Sep 2011

Reading time: 8 mins

Company profits are currently at historic highs, but we do not know with any certainty where they are headed. Although it is entirely possible for global and...

Insights category - companies

The investment case for BAT

By Simon Raubenheimer on 30 Jun 2010

Reading time: 9 mins

British American Tobacco provides the rare opportunity to invest in a superior quality business in a stable industry at a discount to the average company. Wi...


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