Articles tagged as "precious metals"
Managing risk in bullish markets
At Allan Gray, we base investment decisions on our assessment of the long-term economics of each underlying business and the risk of permanent capital loss....
Equity Fund: Finding value beyond precious metals
A volatile first half of 2026 highlighted the importance of diversification and disciplined portfolio construction. Tim Acker discusses how the Allan Gray...
Balanced Fund: Building quality through market volatility
In this fund commentary, Duncan Artus discusses how the Allan Gray Balanced Fund has navigated a period of heightened market volatility and increasingly...
Stable Fund: Strong gains set the stage for a more tempered outlook
While 2025 delivered standout returns across markets, an elevated starting point warrants caution when considering future returns. Portfolio manager Sean...
