Allan Gray Quarterly Commentary

2015 Q4 Comments from the Chief Operating Officer

As set out in his letter to clients, our founder, Allan WB Gray, and his family have transferred their controlling interests in Allan Gray and Orbis...

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2015 Q4

Insights categories - Corporate citizenship

About the newly created Allan & Gill Gray Foundation

By Tamryn Lamb on 31 Dec 2015

Reading time: 6 mins

We have fielded many questions about the nature and objectives of Allan & Gill Gray Foundation (the Foundation). Tamryn Lamb offers some insights.

Insights categories - Markets and economy

The triumph of the bureaucrats

By Sandy McGregor on 31 Dec 2015

Reading time: 8 mins

There is a widespread lament that economic growth is disappointing. While demographics and structural problems are largely to blame, the increasing cost of...

Insights categories - Investment insights

How things change

By Andrew Lapping on 31 Dec 2015

Reading time: 13 mins

Global mining businesses have had a remarkable fall from grace over the past 18 months. Talk has moved from a 20-year supercycle and commodity shortages to...

Insights categories - Offshore investing

Discipline is key

By Graeme Forster and John Christy on 31 Dec 2015

Reading time: 9 mins

The Orbis Global Equity Fund (the Fund) lagged the MSCI and FTSE World Indices in 2015, extending a period of underperformance that began in early 2014. As...

Insights categories - Local investing

Presenting the Allan Gray Tax-Free Balanced Fund

By Richard Carter and Earl Van Zyl on 31 Dec 2015

Reading time: 10 mins

We are excited to announce the launch of the Allan Gray Tax-Free Balanced Fund. This new unit trust will be managed in broadly the same way as our flagship...

Insights categories - Personal investing

How to review your investments

By Wanita Isaacs on 31 Dec 2015

Reading time: 6 mins

When last did you perform a financial health check by reviewing your investments? It's important to occasionally take stock to assess whether or not you are ...

Insights categories - Corporate citizenship

Allan Gray Orbis Foundation Update 2015

By Zimkhitha Peter on 31 Dec 2015

Reading time: 7 mins

‘All talents explode with early identification and intentional development.’ Jim Clifton In 2014, international research  organisation Gallup released...

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