Allan Gray Quarterly Commentary

2014 Q2 Comments from the Chief Operating Officer

If a company keeps doing something for many years, it eventually becomes part of its wiring. One could ascribe the modest success that Allan Gray Proprietary...

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2014 Q2

Insights categories - ESG

Purpose before profit

By Allan Gray on 30 Jun 2014

Reading time: 13 mins

While a corporate philosophy of first trying to make a positive difference to others may seem inconsistent with running a profitable and successful firm,...

Insights categories - Markets and economy

Understanding the risk of loss in Africa ex-SA

By Andrew Lapping on 30 Jun 2014

Reading time: 9 mins

A small percentage of the foreign component of our Balanced and Stable Funds is invested in Africa and investors looking for greater exposure to the region c...

Insights category - companies

Astral Foods: Unappreciated Quality

By Leonard Krüger on 30 Jun 2014

Reading time: 5 mins

Good quality companies at decent prices are hard to come by these days on the local market. Leonard Krüger explains the investment case for Astral Foods.

Insights categories - Offshore investing

Orbis Global Balanced Fund: Balancing risk and reward

By Alec Cutler on 30 Jun 2014

Reading time: 8 mins

Orbis has launched a new global multi-asset fund – the Orbis Global Balanced Fund. The Fund has been registered for marketing in South Africa and is now...

Insights categories - Retirement

How to ensure your retirement income goes the distance

By Michael Summerton on 30 Jun 2014

Reading time: 9 mins

It is only a number of years into retirement that the consequences of decisions made early on begin to show. If you are nearing retirement , or you are in...

Insights categories - Personal investing

Thinking long term

By Wanita Isaacs on 30 Jun 2014

Reading time: 4 mins

We encourage people to invest for the long term. But how long is long term and what does this mean for investment decision-making? Wanita Isaacs offers some...

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