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Articles tagged as "Remgro"

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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