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Articles tagged as "Portfolio construction"

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 ...

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...

Our approach to portfolio construction

By Stephan Bernard on 08 Apr 2019

Reading time: 3 mins

Our investment approach is simple: We do careful research to identify good value businesses, buy shares when they trade below our assessment of fair value an...

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Articles tagged as "Portfolio construction"

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

Our take on the “shrinking” JSE

Our approach to portfolio construction

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