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Articles tagged as "Remgro"

Q&A with portfolio managers from Allan Gray and Orbis

By Tamryn Lamb on 26 May 2021

The global recovery is underway as markets rebound from their March 2020 lows, but the current pandemic is far from over, leaving many investors questioning...

To have and to hold?

By Kamal Govan on 27 Jan 2021

If the value associated with a holding company is less than the sum of its parts, is it a worthwhile investment? Kamal Govan looks at the drivers of holding...

Reflecting on our top equity holdings

By Leonard Krüger on 28 Oct 2019

The performance of the Allan Gray Equity, Balanced and Stable funds has been disappointing over the past couple of years. Low single-digit returns from...

Balanced Fund update: An increased weighting towards local stocks

By Duncan Artus on 23 Oct 2017

The local equity market had a strong quarter, breaking out to new highs despite all the negative news headlines. Many investors forget that the FTSE/JSE All...

Insurance: better than you think

By Duncan Artus and Leonard Krüger on 31 Mar 2012

We have previously set out the reasons Sanlam has an above-benchmark position in our clients’ portfolios (see Quarterly Commentary 1, 2010). On a...

The investment case for BAT

By Simon Raubenheimer on 30 Jun 2010

British American Tobacco provides the rare opportunity to invest in a superior quality business in a stable industry at a discount to the average company. Wi...

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