Allan Gray Quarterly Commentary

2012 Q2 Comments from the Chief Operating Officer

This magazine includes the performance of all of our funds in its last few pages, based on a single lump sum invested at each starting point, as is...

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2012 Q2

Insights categories - ESG

Tobacco economics

By Ruan Stander on 30 Jun 2012

Reading time: 8 mins

Most industries have a single factor that helps investors to understand them better. Unfortunately for investors looking for easy wins, it does not necessari...

Insights categories - Offshore investing

Investing: a history of bubbles

By Jonathan Brodie on 30 Jun 2012

Reading time: 9 mins

'Invest in stocks? Forget about it.' - USA Today headline, 8 May 2012. As contrarian investors, we cannot help but take notice when one of the most widely re...

Insights categories - Personal investing

The Allan Gray Investment Platform: high quality service with simple, transparent fund choice

By Jeanette Marais on 30 Jun 2012

Reading time: 7 mins

Objectives for investing change throughout our lives, from buying a car or house, to longer-term goals, such as saving for our children's education and our...

Insights categories - Corporate citizenship

2012 Q2 Allan Gray Orbis Foundation update

By Anthony Farr on 30 Jun 2012

Reading time: 7 mins

Allan Gray Orbis Foundation is one of many organisations seeking to develop greater entrepreneurial capacity in their beneficiaries to effect change and...

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