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2010 Q1
Why Sasol is our preferred resource share
Sasol's share price has fared poorly over the past year compared to the 28% appreciation of the FTSE/JSE All Share Index (ALSI). Going forward, Sasol will be...
Sanlam justifies heavy weighting
The recent financial crisis was a stark reminder of the impact that management has on the wellbeing of a financial services business. With complex products a...
Launch of the Allan Gray-Orbis Global Optimal Fund of Funds
Allan Gray introduced its third rand-denominated offshore fund on 1 March 2010 bringing the total number of unit trusts to nine. The Allan Gray-Orbis Global...
The role of financial advice in helping you become a better long-term investor
In the Quarterly Commentary 3 of 2008, Richard Carter explained the difference between fund and investor returns. He outlined both our role at Allan Gray and...
Capital Gains Tax and how it affects unit trust investors
At Allan Gray, we focus on managing your investments. We acknowledge that there are important aspects of investing - such as tax on your investments - that a...
The role dividends play in generating returns
In the previous edition of the Quarterly Commentary, Richard Carter and Roenica Botha demonstrated the importance of reinvesting income distributions from un...
Retirement fund reform - still debated
In previous articles covering retirement fund reform, we have shared our views on some of the choices being debated between stakeholders (see Quarterly...
2010 Q1 Comments from the Chief Operating Officer
In a recent GrayIssue, our monthly electronic newsletter, we noted that a significant portion of the Allan Gray Equity Fund's outperformance came from...