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2025 Q2
Allan Gray Stable Fund: Celebrating a quarter of a century
The Allan Gray Stable Fund was launched in July 2000 and joins our two other flagship unit trusts to have crossed the quarter-century mark, the Allan Gray...
Three questions to evaluate your investment manager
How can you assess whether your portfolios are resilient enough to weather periods of volatility and deliver outperformance over the long term? And, more...
Crouching tiger, hidden value
From Jungle Oats at breakfast to Mrs Ball’s chutney in bobotie, Tiger Brands is ubiquitous in the lives of South Africans. Founded in 1921 as Tiger Oats, Tig...
Rebuilding the global monetary order with bricks of gold
Gold is experiencing renewed prominence, reclaiming its status as the cornerstone of financial stability amid growing questions about the US dollar. As the...
Orbis Global Equity: Discipline in the face of volatility
The US market has long represented a safe haven for many investors, although the tide may finally be turning. Adam R. Karr, president and portfolio manager a...
How to think about beneficiary nominations for your retirement funds
Ian Barow, one of the trustees of the Allan Gray retirement funds, reminds members about the laws governing retirement fund death benefit payouts, and the...
2025 Q2 Comments from the Chief Operating Officer
The 90-day pause following US President Donald Trump’s “Liberation Day” announcements on 2 April has come to an end, with tariffs...