Stephan Bernard

Stephan joined Allan Gray in 2013 and is a manager in the Institutional Clients team. He holds a Bachelor of Commerce (Honours) in Actuarial Science from Stellenbosch University and is a qualified actuary.

Articles by Stephan Bernard

Prospects look promising

By Stephan Bernard and Radhesen Naidoo on 12 Oct 2020

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

Part 4: How to invest to be crisis ready

By Stephan Bernard on 09 Jun 2020

COVID-19 has driven home an important life lesson: Expect (and plan for) the unexpected. When it comes to your finances, this means balancing the need to hav...

COVID-19: Looking to history to understand potential outcomes

By Stephan Bernard on 09 Apr 2020

With much of the world in lockdown, one wonders whether it is appropriate to draw on past analogies in thinking about what lies ahead. However, every prior...

Stable Fund: Are we meeting our objectives?

By Stephan Bernard and Radhesen Naidoo on 29 Apr 2019

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...

Our approach to portfolio construction

By Stephan Bernard on 08 Apr 2019

Our investment approach is simple: We do careful research to identify good value businesses, buy shares when they trade below our assessment of fair value an...

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