Unlocking infrastructure investment in South Africa
In the latest episode of The Allan Gray Podcast, Thalia Petousis, Sandy McGregor and Raine Adams argue that SA’s infrastructure underinvestment is not the result of a shortage of money, but of opportunity. The private sector continues to show a willingness to fund viable projects. The panel points to the roughly R350bn of capital that has been invested in the local Renewable Energy Independent Power Producer Procurement Programme projects since 2022 – the same year that the offshore allowance was in fact increased.
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Unlocking infrastructure investment in South Africa
In the latest episode of The Allan Gray Podcast , Thalia Petousis, Sandy McGregor and Raine Adams argue that SA’s infrastructure underinvestment is not the...
Orbis Optimal SA: Sifting for AI opportunities
The market’s broad classification of artificial intelligence winners and losers has left some good businesses overlooked. Maurits Ovaa from our offshore...
Stable Fund: Resilient through uncertainty
A more challenging market environment has highlighted the importance of portfolio resilience. Sean Munsie explains how the Allan Gray Stable Fund has benefit...
Equity Fund: When froth gives way to value
The Allan Gray Equity Fund has delivered strong relative performance this year despite a weak local equity market. Rory Kutisker-Jacobson explains where the...
Orbis Global Equity: The overlooked value of predictability
In a more volatile world, the assets that keep societies functioning under stress are becoming increasingly valuable. Graeme Forster from our offshore partne...
Balanced Fund: Finding value in a divided market
A difficult local market has created opportunities in a handful South African companies, while offshore diversification continues to provide resilience. Tim...
Frontier Markets Equity Fund: When fear dominates pricing, value emerges
Geopolitical uncertainty and negative news flow continue to create volatility across frontier markets. Varshan Maharaj explains how the Allan Gray Frontier...