Articles tagged as "SA Inc"
The investment case for preparation over prediction
In an environment defined by ongoing change, investors may be tempted to reduce uncertainty by trying to predict what lies ahead.
Shifting sentiment highlights the importance of careful stock selection
In this commentary, written on 31 March 2025, portfolio manager Tim Acker discusses the performance and positioning of the Allan Gray Equity Fund during the...
How we balance the upside-downside risk in South African equities
We often write about large individual equity positions in our portfolios, but this quarter, Duncan Artus focuses on the opportunities and risks in “SA Inc” –...
