Tim Acker

Tim joined Allan Gray as an equity analyst in 2013 after working in academia and completing his articles. He was appointed as a portfolio manager in 2020 and manages a portion of the equity, balanced and stable portfolios. Tim holds a Master of Accounting degree, specialising in Taxation, from Stellenbosch University. He is a qualified Chartered Accountant and a CFA^® charterholder.

Articles by Tim Acker

Balanced Fund: Optionality, the most unappreciated asset

By Tim Acker on 10 Feb 2021

One of the most unappreciated assets in a portfolio is optionality – the ability to take advantage of market disparity and to move between and within asset...

Balanced Fund: Perspectives and positioning

By Tim Acker on 10 Feb 2021

In a recent webinar, Portfolio Manager Tim Acker discussed the investment environment and looked at how the Allan Gray Balanced Fund is positioned to take...

Do South African banks offer value in a COVID-19 battered world?

By Tim Acker on 09 Jun 2020

As South African banks re-evaluate their models to deal with the potential implications of the coronavirus pandemic and take proactive steps to minimise the...

Platinum can move the needle on the economic growth SA so desperately needs

By Tim Acker on 07 Feb 2020

Platinum Group Metals (PGMs) are proving to be market darlings: In the last 12 months platinum prices have soared by 30%, palladium prices have doubled, and...

Structural challenges to business models

By Duncan Artus and Tim Acker on 15 Jun 2018

At the core of our investment philosophy we look for companies we believe are priced below our estimate of their true worth and sell them when they reach fai...

Platinum and palladium: Low-risk opportunities

By Tim Acker on 31 Mar 2015

Investing in platinum or palladium directly is taking a view that the prices of these commodities will increase. Tim Acker explains why we currently prefer...