Sean Munsie

Sean joined Allan Gray as an equity analyst in 2013. He was appointed as a portfolio manager in 2020 and manages portions of the stable, income, interest and balanced fixed interest portfolios. He is also the manager of the optimal portfolios. Sean holds a Bachelor of Commerce (Honours) degree in Accounting from Stellenbosch University. He is a qualified Chartered Accountant and a CFA^® charterholder.

Articles by Sean Munsie

Stable Fund: Resilient through uncertainty

By Sean Munsie on 13 Oct 2026

Reading time: 3 mins

A more challenging market environment has highlighted the importance of portfolio resilience. Sean Munsie explains how the Allan Gray Stable Fund has benefit...

Stable Fund: Strong gains set the stage for a more tempered outlook

By Sean Munsie on 19 Jan 2026

Reading time: 2 mins

While 2025 delivered standout returns across markets, an elevated starting point warrants caution when considering future returns. Portfolio manager Sean...

Stable Fund: Strong markets provide a welcome boost

By Sean Munsie on 10 Oct 2025

Reading time: 2 mins

In the wake of markets recording new record highs, portfolio manager Sean Munsie discusses the performance and positioning of the Allan Gray Stable Fund.

Glencore: Investigating the decarbonisation opportunity

By Raine Adams and Sean Munsie on 22 Apr 2021

Reading time: 9 mins

In the midst of COVID-19, governments desperate to break the recessionary cycle are focusing on infrastructure programmes, with an expected uptick in demand...

The Stable Fund at 20

By Sean Munsie on 16 Oct 2020

Reading time: 10 mins

With an allocation to assets such as equities being key to long-term growth, even for more conservative investors, we believe the Allan Gray Stable Fund...

Allan Gray Stable Fund turns 20

By Sean Munsie and Duncan Artus on 01 Sep 2020

Reading time: 7 mins

Over the last two decades, the Allan Gray Stable Fund has built a solid track record through dynamic asset allocation, bottom-up stock-picking and mindful ri...