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2026 Q3
Navigating setbacks and successes at Sun International
Since the late 1990s, Allan Gray clients have held positions of varying size in Sun International, a casino and resort operator founded in 1967. Over nearly...
Changing offshore investment limits: A solution looking for a problem
First published on 25 September 2026 and updated for the period ended 30 September 2026. South Africa’s investment shortfall does not stem from a lack of...
The overlooked side of long-term compounding
In long-term investing, compounding enables you to earn returns on returns already generated. Given enough time, this can have a powerful effect on wealth...
Orbis Global Balanced: The quiet compounders
Successfully identifying businesses with enduring competitive advantages requires a disciplined, valuation-driven approach. While many consumer businesses fa...
The patience paradox: The challenge of long-term investing
Technology has accelerated the flow of information and made action almost effortless, yet long-term investing still requires time. In a world defined by spee...
2026 Q3 Comments from the Chief Operating Officer
At Allan Gray, long-term investing is more than a time horizon; it is the foundation of our investment philosophy. Since our inception in 1973, we have...