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.
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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...
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...
Rebuilding the global monetary order with bricks of gold
Gold is experiencing renewed prominence, reclaiming its status as the cornerstone of financial stability amid growing questions about the US dollar. As the...
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...
Three questions to evaluate your investment manager
How can you assess whether your portfolios are resilient enough to weather periods of volatility and deliver outperformance over the long term? And, more...
South Africa seems set for a lower inflation target
The second quarter of the year offered investors a bumpy ride, as tariff threats and rising geopolitical tension played out in markets. Portfolio manager Sea...