Varshan Maharaj
Varshan joined Allan Gray in 2014 as an equity analyst. He was appointed as a portfolio manager in 2020 and manages a portion of the frontier markets equity portfolio. Varshan holds a Bachelor of Business Science degree from the University of Cape Town. He is a qualified Chartered Accountant and a CFA® charterholder.
Articles by Varshan Maharaj
Frontier markets: Innovative industry leaders drive returns
There are many variables to consider when investing in frontier markets, and investors need to weigh up the risks very carefully as they pursue long-term...
Peering through the smoke
A lot has changed in the tobacco industry in the last decade or so. Despite the changes in what used to be a stable industry, the attractive aspects of tobac...
Dialling in to the mobile network operators
MTN has underperformed the FTSE/JSE All Share Index (ALSI) significantly over the last five years. It has been one of our largest underweights compared to ou...
