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2011 Q2
The risk that matters
Discussions about investing are incomplete without including the topic of risk. Delphine Govender elaborates, focusing on the most important risk in investin...
An alternative view of commodity demand and supply
In Quarterly Commentary 1, 2011 Sandy McGregor discussed how high commodity prices are being supported by the mining sector's inability to keep pace with...
Japan: economic pessimism creates buying opportunities
As bottom-up stock pickers, we believe that great investment opportunities can be found in even the most challenging conditions. Japan is a perfect example....
Understanding your offshore investment options
On top of making investment decisions, there are various practical options to choose from when investing offshore. Exchange controls are currently a constrai...
Making sense of the revised retirement fund regulations
A recent revision in South African pension fund regulations affects your ability to transact on your retirement fund investment account. Ian Barow and Taryn...
2011 Q2 Allan Gray Orbis Foundation update
Increasing evidence points to the effect that high-impact individuals can have on an economy. With its focus on growing leaders and entrepreneurs, the Allan...
2011 Q2 Comments from the Chief Operating Officer
We are conservatively positioned in the portfolios that we manage for clients and have been for some time, to the extent that we have discretion to...