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Articles tagged as "Investment process"

Insights categories - Investment insights

Personal reflections on what makes a great asset manager over the long term

By Duncan Artus on 16 Nov 2023

Reading time: 12 mins

Given that we are in our 50th year of existence, Duncan Artus, who has been working at Allan Gray for over 22 years, reflects on what he believes makes a gre...

Insights categories - Investment insights

Investment lessons from the Springboks

By Braam Visser on 11 Sep 2023

Reading time: 7 mins

With the Springboks having successfully kicked off their Rugby World Cup title defence campaign in France, Braam Visser draws some interesting parallels...

Insights categories - Local investing

The equity core that powers our business

By Nick Curtin on 31 Jul 2023

Reading time: 12 mins

As we celebrate our 50th anniversary this year, we naturally reflect on the history of the firm and the important milestones we reached along the way. Nick...

Insights categories - Local investing

The evolving role of balanced funds

By Tamryn Lamb on 31 Jan 2023

Reading time: 12 mins

Tamryn Lamb looks at the important role balanced funds have played in your portfolio over time, the returns they have generated and the variability of these...

Insights categories - Investment insights

The importance of alignment

By Saleem Sonday on 27 Oct 2022

Reading time: 6 mins

We believe that the price you pay an investment manager for managing your money should be aligned with the value they create for you over the long term. Sale...

Insights categories - Investment insights

Is there value in our investment style?

By Grant Pitt on 26 Apr 2022

Reading time: 10 mins

Understanding your investment manager’s style may give you a deeper appreciation of how they will perform in different circumstances, and therefore help you...

Insights categories - Local investing

Our take on the “shrinking” JSE

By Nadia van der Merwe and Stephan Bernard on 26 Jul 2021

Reading time: 14 mins

Several high-profile delistings over the recent past have spurred market commentators to discuss the JSE’s “slow death” in the context of a struggling local...

Insights categories - Investment insights

Investment lessons from a pandemic year

By on 22 Apr 2021

Reading time: 13 mins

A year on from our stringent Level 5 lockdown, much of 2020 seems surreal. While there are many aspects we may prefer to forget, reflection reveals valuable...

Insights categories - Investment insights

Podcast: A candid conversation with Orbis' Adam Karr

By Adam R. Karr on 09 Mar 2021

Listening time: 1 hr 15 mins

Taking a long-term, contrarian approach has influenced every aspect of how we invest and do business at Orbis and Allan Gray. From the way the firms are...

Insights categories - Personal investing

Understanding investment accounts

By Tamryn Lamb on 17 Nov 2020

Viewing time: 56 mins

Making sure that you choose appropriate investment accounts for your various financial goals is an essential part of the investing process. In the third of s...

Insights categories - Personal investing

Choosing an investment manager

By Vuyo Nogantshi on 03 Nov 2020

Viewing time: 1 hr 5 seconds

South African investors have access to a wide range of investment managers with different styles and areas of expertise. Narrowing down your options can be a...

Insights categories - Investment insights

Is your trust in your investment manager well placed?

By Nomi Bodlani and Tamryn Lamb on 16 Oct 2020

Reading time: 12 mins

It has been a volatile six months in the markets, following a five-year period of disappointing equity returns. At times like these, it is understandable for...

Insights categories - Investment insights

Allan's legacy: Investment thinking

By Allan Gray on 29 Jan 2020

Reading time: 19 mins

Our founder, Allan Gray, developed the distinctive investment philosophy that has been in place since Allan Gray and Orbis were founded. He also had an...

Insights categories - Local investing

Two decades for the Allan Gray Balanced Fund

By Duncan Artus on 07 Nov 2019

Reading time: 7 mins

The Allan Gray Balanced Fund celebrated its 20-year anniversary on 1 October 2019. The local industry looks vastly different today to how it looked two decad...

Insights categories - Investment insights

Are you comfortable swimming against the tide?

By Radhesen Naidoo on 28 Oct 2019

Reading time: 7 mins

Allan Gray and our offshore partner, Orbis, describe our shared investment approach as “contrarian”. “Contrarian” is usually defined as “opposing or rejectin...

Insights categories - Offshore investing

Orbis: Is value investing dead?

By Brett Moshal and Michael Heap on 28 Oct 2019

Reading time: 13 mins

Over multiple decades, the traditional value approach of buying cheap stocks has worked remarkably well. Over the last decade, it hasn’t, leading an...

Insights categories - Investment insights

Mindful of risk

By Nadia van der Merwe on 28 Oct 2019

Reading time: 9 mins

Uncertain times may cause investors to shy away from risk. While it is important to be mindful of risk and understand the risks you are taking on when...

Insights categories - Investment insights

Will Value ever be fashionable again?

By Henry Allen on 25 Oct 2019

Viewing time: 3 mins 20 seconds

Fashion trends tend to move in cycles. Anyone who lived through the 1990s and kept wearing their Doc Martens and bright neon colours would have spent 25 year...

Insights categories - Investment insights

Managing risk through our investment process

By Nathan Wridgway on 10 Jul 2019

Reading time: 3 mins

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...

Insights categories - Personal investing

How to select your asset manager

By Thandi Ngwane on 26 Sep 2018

Viewing time: 1 min

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

Insights categories - Investment insights

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

By Leonard Krüger on 19 Apr 2018

Reading time: 7 mins

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....

Insights category - companies

An investment case for Life Healthcare

By Ruan Stander on 31 Dec 2016

Reading time: 8 mins

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

Insights categories - Investment insights

What to focus on when choosing shares and other assets

By Duncan Artus on 18 Nov 2016

Listening time: 15 mins

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...

Insights categories - Investment insights

Orbis: We welcome the rise of passive investing

By Ben Preston and Rob Perrone on 11 Nov 2016

Reading time: 6 mins

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...

Insights categories - Investment insights

How to select an investment manager

By Mahesh Cooper on 19 Oct 2016

Reading time: 3 mins

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...

Insights categories - Offshore investing

Orbis: Not just looking for cheap stocks

By Jeremie Teboul on 07 Oct 2016

Reading time: 5 mins

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

Insights categories - Investment insights

Nuanced numbers and valuation pitfalls

By Leonard Krüger on 30 Sep 2016

Reading time: 8 mins

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

Insights categories - Investment insights

Investing tutorial: Our approach to value investing

By Wanita Isaacs on 30 Jun 2016

Reading time: 8 mins

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...

Insights categories - Investment insights

Asset allocation: Top down, or bottom up?

By Mahesh Cooper on 07 Dec 2015

Reading time: 4 mins

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...

Insights categories - Local investing

Analysing your fund's performance

By Fiona Jeffery on 31 Dec 2013

Reading time: 8 mins

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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