From Johannesburg to Japan: How to resist the magnetism of the magnificent seven
In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we share the belief that good, undervalued businesses with fewer hurdles to overcome remain the best bet for long-term investors.
All insights
South Africa’s 3% inflation target
The South African Reserve Bank believes we must take advantage of the current lower levels of inflation and has announced that it will now interpret its...
What the net replacement ratio reveals about retirement readiness
Many employers set up retirement fund benefits to ensure that their employees can work towards being financially secure when they reach retirement and no...
Nintendo: more than a game maker
Since its debut as a video console maker in 1983, Nintendo has been viewed as a cyclical company, subject to the unpredictable boom-bust rhythm of its hardwa...
Crouching tiger, hidden value
From Jungle Oats at breakfast to Mrs Ball’s chutney in bobotie, Tiger Brands is ubiquitous in the lives of South Africans. Founded in 1921 as Tiger Oats, Tig...
Orbis Global Equity: Discipline in the face of volatility
The US market has long represented a safe haven for many investors, although the tide may finally be turning. Adam R. Karr, president and portfolio manager a...
How to think about beneficiary nominations for your retirement funds
Ian Barow, one of the trustees of the Allan Gray retirement funds, reminds members about the laws governing retirement fund death benefit payouts, and the...
Allan Gray Stable Fund: Celebrating a quarter of a century
The Allan Gray Stable Fund was launched in July 2000 and joins our two other flagship unit trusts to have crossed the quarter-century mark, the Allan Gray...