Jacques Plaut

Jacques Plaut

Jacques joined Allan Gray in 2008 as an equity analyst after working as a management consultant. He began managing a portion of client equity and balanced portfolios earmarked for associate portfolio managers from March 2013 and was appointed as portfolio manager in November 2015. Jacques completed his B Sc degree in Mathematics at UCT.

Articles by Jacques Plaut

An opportunity in television?

By Jacques Plaut on 29 Apr 2019

The Top 40 got a new member this quarter when MultiChoice was unbundled from Naspers. MultiChoice owns the dominant pay-TV business in South Africa, DStv, wi...

The value of bitcoin

By Jacques Plaut on 24 Oct 2017

The total market value of all bitcoins is US$80bn, which is more than the value of Richemont and triple the value of Anglo American. It is the topic on which...

Balanced Fund update: The importance of asset allocation

By Jacques Plaut on 21 Apr 2017

People often stress the importance of asset allocation. For example, we have heard it said that 90% of returns are directly due to asset allocation. We teste...

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

By Jacques Plaut on 28 Oct 2016

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...

Top quality

By Jacques Plaut on 31 Mar 2016

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....

Deconstructing the investment case for property

By Jacques Plaut and Yusuf Mowlana on 31 Mar 2015

The South African property sector has been a huge winner over the last decade, returning 22% per year compared with 18% for the FTSE/JSE All Share Index...

Money for everyone

By Jacques Plaut on 30 Sep 2011

Microlending has a history that can be traced back to 3 000 BC. Throughout this period people have shown a tendency to become over-indebted, and when this...

South African banks - Not just a bad debt story

By Jacques Plaut on 30 Sep 2009

Record-high bad debts are currently weighing on the banking sector. Typically, an industry experiencing depressed profits due to cyclical factors is a good...

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