Articles tagged as "Clicks"
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...
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...
Needles in a haystack: Finding the compounders that drive long-term equity returns
In the latest episode of The Allan Gray Podcast, portfolio manager Siphesihle Zwane is joined by fellow portfolio managers Jithen Pillay and Pieter Koornhof ...
Dis-Chem: A great business at a great price?
Finding great businesses at a fair price is not always easy, especially given that the resource and banking sectors currently dominate the FTSE/JSE All Share...
A revival for South Africa’s retail giants?
As sentiment towards the South African economy improves following the formation of the government of national unity, some of the major retailers are seeing...
