Mahesh Cooper

Mahesh is the chief operating officer. He rejoined Allan Gray as an executive director in May 2022, having served as a non-executive director since July 2020. He was previously employed at Allan Gray between 2003 and 2017, serving as an executive director from 2006 to 2017 and heading up the Institutional Clients team for over a decade. Mahesh holds a Bachelor of Business Science degree from the University of Cape Town and a Master of Business Administration from the Institute for Management Development. He is a qualified actuary.

Articles by Mahesh Cooper

2022 Q4 Comments from the Chief Operating Officer

By Mahesh Cooper on 31 Jan 2023

Reading time: 7 mins

Instability hit the world with renewed force in 2022. All this uncertainty reminds me of Hyman Minsky’s quote: “Stability leads to instability. The more stab...

2022 Q3 Comments from the Chief Operating Officer

By Mahesh Cooper on 27 Oct 2022

Reading time: 6 mins

The rising cost of living and doing business around the world as a result of escalating energy prices and interest rate hikes is creating unease. Investors a...

2022 Q2 Comments from the Chief Operating Officer

By Mahesh Cooper on 28 Jul 2022

Reading time: 4 mins

There has been no respite from the extreme events the world has had to face in the last six months, be it war, or closer to home, devastating flooding, surgi...

Asset allocation: Top down, or bottom up?

By Mahesh Cooper on 07 Dec 2015

Reading time: 4 mins

Within a multi-asset class balanced portfolio , there are different ways to manage the asset allocation. Some managers prefer to follow a ‘top-down’ strategy...

Contrarian investing and different performance

By Mahesh Cooper on 30 Sep 2015

Reading time: 8 mins

The valuation-based approach to investing used by Allan Gray and our offshore partner Orbis is often contrarian since the shares that are most attractively...