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2010 Q4
Foreign exposure in the Allan Gray Stable Fund
The long-term track record of the Allan Gray Stable Fund shows returns well ahead of its benchmark and satisfactory capital stability. Nevertheless, the Fund...
Responding to challenging times
Performance does not come in a straight line, which means that periods of long-term outperformance will always be accompanied by periods of, sometimes...
Africa's investable universe
We expect a change in prudential investment regulations to allow pension fund investors to invest up to 5% of their assets in Africa, in addition to other...
The investment case for Royal Bafokeng Platinum
On a relative basis, we believe Royal Bafokeng Platinum represents the most attractive value in the platinum sector. Upon listing, the Royal Bafokeng Nation...
Solving the problem of retirement funding for small and medium-size businesses
In Quarterly Commentary 1 of 2008 we introduced you to the Allan Gray Group Retirement Annuity. Two years on we reflect on how this system is proving to be a...
2010 Q4 Allan Gray Orbis Foundation update
To achieve its vision of achieving 'long-term economic and societal wealth through the Allan Gray Fellows', Allan Gray Orbis Foundation needs to encourage...
2010 Q4 Comments from the Chief Operating Officer
It has been an interesting year. Twelve months ago, I wrote that we did not think share price valuations were justified by the fundamentals of SA listed...