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Articles tagged as "Investec"

Reflecting on our top equity holdings

By Leonard Krüger on 28 Oct 2019

The performance of the Allan Gray Equity, Balanced and Stable funds has been disappointing over the past couple of years. Low single-digit returns from...

Equity Fund update: Focus turns to locally listed international businesses

By Duncan Artus on 04 May 2018

The market had a volatile first quarter with positive sentiment towards South African equities continuing against a backdrop of volatile international market...

Equity Fund update: Don’t be seduced by high expectations

By Simon Raubenheimer on 14 Oct 2016

It is interesting to note the surprise announcements made by several market ‘darlings’ over the course of the third quarter of 2016. Mr Price revealed negati...

Ownership responsibilities: Focus on remuneration policy

By on 27 Jul 2016

As we discuss in detail in our Policy on ownership responsibilities, we believe that a company’s remuneration policy should aim to attract and retain compete...

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