Q&A with portfolio managers from Allan Gray and Orbis

Saleem Sonday  - 29 November 2022

After an eventful year, many investors are feeling uncertain about how to position their portfolios to fare well in 2023. At the recent Allan Gray and Orbis investment update, Saleem Sonday, head of Retail Distribution, hosted an interactive discussion with Allan Gray portfolio managers Varshan Maharaj and Rory Kutisker-Jacobson, as well as Edward Blain from Orbis. The panel touched on a range of issues that are shaping the global investment environment. Watch a 21-minute recording of their conversation below.

The Allan Gray business and investment updates included a local and offshore update presented by portfolio manager, Rory Kutisker-Jacobson, and a business update presented by head of Retail, Tamryn Lamb.

Links to recordings of these sessions are available below:

Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.