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2013 Q4
Gold and platinum mines: 'Eating sardines' or 'trading sardines'?
"There is the old story about the market craze in sardine trading when the sardines disappeared from their traditional waters in Monterey, California. The...
Analysing your fund's performance
Regular readers of our Quarterly Commentary will know that at Allan Gray we are focused on generating superior returns for our clients over the long term. On...
Hunting for compelling opportunities in the current environment
2013 was a good year for global stock markets. The FTSE World Index returned 24.7% in US$ terms since the start of 2013 and is near an all-time high. The Orb...
Understand your Stable Fund investment
We have written on many occasions about the role investors play in their investment success. Key to this is understanding your fund's risk profile and...
What compounding can do for you
'Compound interest is the eighth wonder of the world. Those who understand it, earn it... those who don't, pay it.' – Albert Einstein Compounding is when the...
Living a life of purpose
While a key intention of the Allan Gray Orbis Foundation is finding great talent and transforming it into exceptional accomplishment, it is essential that...
2013 Q4 Comments from the Chief Operating Officer
Is investor behaviour improving?
It has been more than a year since I last reported to you on investor returns being distinct from fund returns...