Beyond the hit rate: Making the best investment ideas count
Successful investing is often associated with making perfect decisions, yet even the most accomplished investors can be wrong from time to time. Long-term investment outcomes are driven less by perfection and more by ensuring that the best ideas are backed with conviction and enough time to influence long-term returns.
Podcasts
Beyond the hit rate: Making the best investment ideas count
Successful investing is often associated with making perfect decisions, yet even the most accomplished investors can be wrong from time to time. Long-term...
New tools, old habits: Investing in the age of AI
In the latest episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy is joined by Simon Skinner, director and he...
Needles in a haystack: Finding the compounders that drive long-term equity returns
In the latest episode of The Allan Gray Podcast, portfolio manager Siphesihle Zwane is joined by fellow portfolio managers Jithen Pillay and Pieter Koornhof ...
The investment case for preparation over prediction
In an environment defined by ongoing change, investors may be tempted to reduce uncertainty by trying to predict what lies ahead.
Exploring the frontier: Why elevated risk offers enticing opportunities
Global markets are navigating a challenging mix of persistent conflict, energy insecurity and volatile inflation, stoking fear among investors. In frontier a...
South Africa’s reform test: Fleeting gains or fundamental change?
Last year’s strong market returns renewed optimism in South Africa after years of sluggish growth, but many investors are wondering whether the country has...
How to outsmart behavioural biases when investing – with Dr Daniel Crosby
For many investors, 2025 intensified the behavioural pressures that shape investment decisions. Markets reached record highs, even as global growth slowed an...