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Articles tagged as "Allan Gray Africa Equity Fund"

Local investment update: Always pay the right price

By Duncan Artus and Jacques Plaut on 03 Jun 2022

Jacques Plaut and Duncan Artus discuss the positioning of our equity and multi-asset funds given the pre-existing trends exacerbated by the war in Ukraine....

Understanding the impact of the Ukraine crisis on your investments

By Jacques Plaut on 07 Mar 2022

Like everyone else, we have been watching with dismay as the war in Ukraine unfolds. While in this piece we address some of the economic and investment...

Volatility in African securities: Evaluating risk and understanding the opportunities

By Tapologo Motshubi on 03 Nov 2020

In the first of a four-part webinar series, brought to you by the African Development Bank (AfDB) and Allan Gray, Dr Bartholomew Armah, of the UN Economic...

Structural challenges to business models

By Duncan Artus and Tim Acker on 15 Jun 2018

At the core of our investment philosophy we look for companies we believe are priced below our estimate of their true worth and sell them when they reach fai...

Equity Fund update: Patience is key in investing

By Ruan Stander on 10 Nov 2017

Despite the high price-to-earnings (PE) ratio of the FTSE/JSE All Share Index (ALSI), our bottom-up investment process is finding attractive opportunities th...

Equity Fund update: Volatility presents opportunity

By Ruan Stander on 25 Jul 2016

The economic outlook deteriorated during the second quarter, exacerbated by the British referendum. Although the market’s perception of near-term headwinds m...

The Allan Gray Africa Equity Fund celebrates 15 years

By Andrew Lapping and Nick Ndiritu on 30 Jun 2013

When the Allan Gray Africa Equity Fund (the Fund) was launched on 1 July 1998 it was the first unitised product in which Allan Gray Proprietary Limited was...

Message from our Top 10 equity holdings

By Simon Raubenheimer on 26 Nov 2012

Investors frequently ask us whether or not our choice of shares reveals a particular theme or ‘story’. Investors are also curious as to how we alter our...

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