Article tags

Articles tagged as "Richemont"

Insights categories - Local investing

Lessons from the winners and losers of the last five years

By Siphesihle Zwane on 30 Aug 2023

Listening time: 47 mins

In conversation with investment analyst Siphesihle Zwane, portfolio manager Jacques Plaut and investment analyst Pieter Koornhof discuss some of the notable...

Insights categories - Offshore investing

Are we entering a global stockpicker’s paradise?

By Rory Kutisker-Jacobson on 02 Jun 2023

Listening time: 40 mins

In conversation with portfolio manager Rory Kutisker-Jacobson, Matthew Spencer from our offshore partner, Orbis, explains why the Investment team believes th...

Insights categories - Local investing

Why South Africa is still attractive for investors

By Tim Acker on 04 May 2023

Listening time: 50 mins

In conversation with portfolio manager Tim Acker, investment analysts Siphesihle Zwane and Jithen Pillay discuss the impact of the major local challenges on...

Insights categories - Local investing

Balancing risk and opportunity

By Rory Kutisker-Jacobson on 25 Nov 2020

Viewing time: 26 mins

When it comes to investing, the single most important variable is the price you pay. Sentiment can drive valuations to extremes, and even great companies can...

Insights categories - Markets and economy

Do fundamentals still matter?

By Rory Kutisker-Jacobson on 15 Sep 2020

Reading time: 7 mins

There is an increasingly wide disconnect between the economic reality on the ground and the valuations reflected in some asset classes globally, begging the...

Insights categories - Local investing

Balanced Fund update: What is a 'high-quality' company?

By Jacques Plaut on 28 Oct 2016

Reading time: 3 mins

The Fund’s performance over the past quarter was helped by overweight positions in Standard Bank and Impala Platinum, and by underweight positions in SABMill...

Insights categories - Local investing

Equity Fund update: Don’t be seduced by high expectations

By Simon Raubenheimer on 14 Oct 2016

Reading time: 3 mins

It is interesting to note the surprise announcements made by several market ‘darlings’ over the course of the third quarter of 2016. Mr Price revealed negati...

Insights category - companies

Top quality

By Jacques Plaut on 31 Mar 2016

Reading time: 8 mins

Richemont is one of the world’s top luxury goods companies. It sells watches, jewellery, pens, clothes, and even guns. Its most well-known brand is Cartier....

Insights categories - Markets and economy

Time to review your equity exposure?

By Ian Liddle on 27 Jan 2014

Reading time: 7 mins

Adapted from the Chief Investment Officer’s comments, which will appear in the Allan Gray Unit Trust Annual Report, 2013. We aim to grow our clients’ wealth...

Insights categories - Markets and economy

The trend is your friend till it bends at the end

By Duncan Artus on 24 May 2012

Reading time: 4 mins

For some time we have been concerned about the sustainability and unbalanced nature of consumption growth in South Africa. I don’t believe you can consume,...

Insights category - companies

The investment case for BAT

By Simon Raubenheimer on 30 Jun 2010

Reading time: 9 mins

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...

Categories

Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.