Articles tagged as "Long-term"
Managing risk in bullish markets
At Allan Gray, we base investment decisions on our assessment of the long-term economics of each underlying business and the risk of permanent capital loss....
Long-term investing in a short-term world
A long-term mindset is essential to successful investing, but staying invested through difficult periods is not always easy. Investors do not only experience...
Your retirement, your choices: Making sense of the options
While individual goals differ when it comes to investing for retirement, the core objectives remain the same: to accumulate sufficient assets during one’s...
What you own in this crazy world
Behind every share price is a real business, employing people, serving customers and owning brands, products and assets that many of us encounter in our dail...
Orbis Global Cautious: A disciplined approach to risk and return
Carefully balancing risk and return has become increasingly important in an investment environment marked by volatility and uncertainty. Mark Dunley-Owen fro...
Orbis Emerging Markets Equity: The case for Taiwan Semiconductor Manufacturing Company
As markets grapple with volatility, uncertainty and rapid technological advancements, Stanley Lu from our offshore partner, Orbis, emphasises the importance ...
Orbis Global Cautious: Finding opportunity beyond traditional safe havens
Against an increasingly complex global backdrop, Mark Dunley-Owen from our offshore partner, Orbis, reflects on the risks of relying on perceived “safe-haven...
Pan African Resources: The golden goose?
Locally listed gold miner Pan African Resources has long been one of our preferred exposures to the gold sector, and it has been a golden goose for our...
Orbis Global Equity: The art of adaptability in turbulent markets
Against a backdrop of heightened volatility, rapid advances in artificial intelligence and ongoing geopolitical tension, an adaptable, disciplined and...
Lessons for building long-term wealth
Cracking the code to building wealth doesn’t happen overnight, but it can be achieved by taking a series of small steps over time. During a recent Youth Mont...
How to become the next Sylvia Bloom
A recent New York Times article took many investors by surprise: A frugal legal secretary, who worked at the same firm for 67 years until she retired at the...