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Articles tagged as "Investment process"

Managing risk through our investment process

By Nathan Wridgway on 10 Jul 2019

Our primary objective is to build long-term wealth for our clients. To do this, we balance investment performance with the risk incurred in generating this...

How to select your asset manager

By Thandi Ngwane on 26 Sep 2018

Past performance is often the first, and sometimes only, consideration investors make when selecting an investment manager. However, performance is just one ...

Long-term investing should have nothing to fear from the Viceroys

By Leonard Krüger on 19 Apr 2018

Activist short sellers have been a prominent feature in stock markets for many years. It’s easy to get caught up in the hype when their ideas hit the news....

An investment case for Life Healthcare

By Ruan Stander on 31 Dec 2016

Recent news about private hospital operator Life Healthcare’s international investments has created negative sentiment about the company’s ability to allocat...

What to focus on when choosing shares and other assets

By Duncan Artus on 18 Nov 2016

How do you distinguish a good investment from a lemon? And how do you create a well-diversified portfolio? Listen to this 15-minute interview on PowerFM...

Orbis: We welcome the rise of passive investing

By Ben Preston and Rob Perrone on 11 Nov 2016

The Wall Street Journal ran a series this month commemorating the rise of passive investing. The articles make ‘the case for the triumph of passive’, calling...

How to select an investment manager

By Mahesh Cooper on 19 Oct 2016

Focusing on past performance is often the first and only port of call for investors when trying to differentiate between investment managers. But there is no...

Orbis: Not just looking for cheap stocks

By Jeremie Teboul on 07 Oct 2016

Our investment approach, which we share with our offshore partner Orbis, is sometimes characterised as ‘looking for cheap stocks’. Jeremie Teboul from Orbis...

Nuanced numbers and valuation pitfalls

By Leonard Krüger on 30 Sep 2016

We pick shares for client portfolios following a rigorous, bottom-up, fundamental research process. This involves, among many other considerations, the caref...

Investing tutorial: Our approach to value investing

By Wanita Isaacs on 30 Jun 2016

Our investment philosophy and process is so much part of our DNA that we forget not all clients are familiar with what we actually do and how we make our...

Asset allocation: Top down, or bottom up?

By Mahesh Cooper on 07 Dec 2015

Within a multi-asset class balanced portfolio , there are different ways to manage the asset allocation. Some managers prefer to follow a ‘top-down’ strategy...

Analysing your fund's performance

By Fiona Jeffery on 31 Dec 2013

Regular readers of our Quarterly Commentary will know that at Allan Gray we are focused on generating superior returns for our clients over the long term. On...

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