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2019 Q3
What can be done to improve South Africa’s prospects?
When the National Treasury first published its Economic Policy Paper, there was widespread puzzlement as to why yet another such report was needed. It repeat...
How to construct a portfolio for a range of outcomes
The future is extremely uncertain. This isn’t because of any particular global situation; it is always the case. This is why it is important that we build...
Reflecting on our top equity holdings
The performance of the Allan Gray Equity, Balanced and Stable funds has been disappointing over the past couple of years. Low single-digit returns from...
Orbis: Is value investing dead?
Over multiple decades, the traditional value approach of buying cheap stocks has worked remarkably well. Over the last decade, it hasn’t, leading an...
Mindful of risk
Uncertain times may cause investors to shy away from risk. While it is important to be mindful of risk and understand the risks you are taking on when...
Are you comfortable swimming against the tide?
Allan Gray and our offshore partner, Orbis, describe our shared investment approach as “contrarian”. “Contrarian” is usually defined as “opposing or rejectin...
How your retirement fund benefits are allocated when you die
The process behind retirement fund death claims is challenging to understand and complex to execute. Sonja Smit discusses how to be better informed as a...
2019 Q3 Comments from the Chief Operating Officer
I recently attended a presentation by trend analyst Dion Chang. He spoke passionately about the way the world is transforming as industries digitise...