Jithen Pillay

Jithen joined Allan Gray in 2013 as a CA trainee before joining the Investment team as an analyst. He was appointed as a portfolio manager in December 2023 and currently manages portions of the equity and domestic balanced mandates. Jithen is a director of Allan Gray Proprietary Limited. He holds a Bachelor of Business Science degree in Finance and Accounting and a Postgraduate Diploma in Accounting, both from the University of Cape Town. Jithen is a qualified Chartered Accountant (SA) and a CFA^® charterholder.

Articles by Jithen Pillay

Equity Fund: Markets retreat as sentiment cools and volatility rises

By Jithen Pillay on 17 Apr 2026

Reading time: 3 mins

Against heightened geopolitical tension and increased market volatility, the Allan Gray Equity Fund navigated a challenging first quarter of 2026, delivering...

AB InBev: Catching up over a beer

By Jithen Pillay on 10 Feb 2026

Reading time: 4 mins

Jithen Pillay outlines the reasons behind the relative underperformance of Anheuser-Busch InBev (ABI), implications for the company’s prospects, and our late...

Looking beyond trade wars and extreme market chaos

By Jithen Pillay on 07 Jul 2025

Reading time: 6 mins

Market participants would be forgiven for having developed a mild case of post-traumatic stress disorder over the last three months. The now infamous “Libera...

Managing investments in periods of uncertainty

By Joshua Singer and Jithen Pillay on 15 Jul 2024

Reading time: 8 mins

Games can be categorised along a continuum based on their reliance on luck or skill. Roulette, for instance, is purely a game of chance. Despite occasional...

Navigating investment challenges: The interplay between skill and luck

By Jithen Pillay and Matthew Patterson on 05 Jun 2024

Reading time: 7 mins

Decision strategist and best-selling author Annie Duke advises focusing on a good process when trying to make the best decisions in highly uncertain scenario...

Trends shaping the future of investment management

By Jithen Pillay on 12 Apr 2024

Listening time: 42 mins

The commonly accepted wisdom is that if we want a glimpse into the future of South Africa’s financial services sector, we should take a look at the United...