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Articles tagged as "OUTsurance"

Needles in a haystack: Finding the compounders that drive long-term equity returns

By Siphesihle Zwane on 15 Jul 2026

Listening time: 60 mins

In the latest episode of The Allan Gray Podcast, portfolio manager Siphesihle Zwane is joined by fellow portfolio managers Jithen Pillay and Pieter Koornhof ...

Peeling back the layers in Remgro and Reinet

By Jonty Fish and Malwande Nkonyane on 30 Oct 2025

Reading time: 4 mins

Remgro and Reinet are great examples of holding companies in our clients’ portfolios that trade at substantial discounts to the sum of their parts, for...

Buy OUTsurance

By Ruan Stander on 31 Mar 2013

Reading time: 6 mins

In capitalism it is most often the case that competitive advantages do not last. One only needs to think about the ongoing competition between cellphone...

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Articles tagged as "OUTsurance"

Needles in a haystack: Finding the compounders that drive long-term equity returns

Peeling back the layers in Remgro and Reinet

Buy OUTsurance

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