Articles by Mahesh Cooper

2022 Q2 Comments from the Chief Operating Officer
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?
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
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...