Mark Dunley-Owen

Mark joined Allan Gray in 2009 as an equity analyst. He started managing a portion of the fixed interest portfolios in July 2011, and a portion of the stable portfolios in May 2013. He was appointed as a portfolio manager in January 2012. In September 2020, Mark joined Orbis as a member of the Bermuda Investment team. He is also a director of Allan Gray Bermuda Limited. Mark holds a Bachelor of Business Science (Honours) degree in Finance and Information Systems from the University of Cape Town.

Articles by Mark Dunley-Owen

Orbis Optimal SA: Taking advantage of attractive entry points

By Mark Dunley-Owen on 26 Jan 2026

Reading time: 3 mins

Portfolio manager Mark Dunley-Owen reflects on the recent performance of the Orbis Optimal SA Fund, highlighting key contributors, detractors and why the tea...

Orbis: Our perspective on developed market bond yields

By Mark Dunley-Owen on 11 Oct 2021

Reading time: 4 mins

Bonds are typically included in an investment portfolio to provide diversification and deliver yield. Developed market bonds are currently offering much lowe...

African sovereign debt: Is a reality check looming?

By Mark Dunley-Owen on 26 Jan 2021

Reading time: 3 mins

Despite deteriorating economic fundamentals, Africa’s financial markets made a remarkable recovery in 2020. Mark Dunley-Owen discusses the price distortion i...

Is it time to invest in listed property?

By Mark Dunley-Owen on 25 Jan 2019

Reading time: 10 mins

There is a perception that we do not regard listed property as an attractive investment for our clients. This is not the case. It is, however, true that our...

An alternative view of commodity demand and supply

By Mark Dunley-Owen on 30 Jun 2011

Reading time: 5 mins

In Quarterly Commentary 1, 2011 Sandy McGregor discussed how high commodity prices are being supported by the mining sector's inability to keep pace with...