Rob Formby
Quarterly Commentary

2019 Q1 Comments from the Chief Operating Officer

The first quarter of 2019 was characterised by a lot of “noise”: political noise as parties gear up for the general elections, noise generated by our...

Read more

Finding value in frontier African markets

By Nick Ndiritu on 29 Apr 2019

reading time: 12 mins

Across corporate boardrooms in South Africa, a number of management teams and institutional investors are grappling with a vexing question: Is investing in...

An opportunity in television?

By Jacques Plaut on 29 Apr 2019

reading time: 8 mins

The Top 40 got a new member this quarter when MultiChoice was unbundled from Naspers. MultiChoice owns the dominant pay-TV business in South Africa, DStv, wi...

Orbis: Hunting for value

By Alec Cutler on 29 Apr 2019

reading time: 10 mins

Buying cheap stocks and selling them for a profit sounds like a reasonable way to make money. But there’s a bit more to it when it comes to the way we invest...

Stable Fund: Are we meeting our objectives?

By Stephan Bernard and Radhesen Naidoo on 29 Apr 2019

reading time: 11 mins

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...

Diminished mental capacity: What happens to a person's investments?

By Jaya Leibowitz on 29 Apr 2019

reading time: 7 mins

Investors are generally unaware of the consequences of impaired mental capacity, resulting from neurocognitive disorders such as Alzheimer’s disease, when it...

Have you chosen the right unit trust?

By Lettie Mzwinila on 29 Apr 2019

reading time: 8 mins

It’s a good idea to review your investments about once a year to make sure that things are on track. But what if they aren’t? How can you tell if “this, too,...

Categories

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.