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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How to be a little less wrong – with James Aitken
When it comes to investing, marginal improvements can make a significant difference to investment returns over time. In conversation with Allan Gray’s chief...
Navigating valuations and values since 1973
ESG analysts Raine Adams and Nicole Hamman describe what responsible investing means to us, and demonstrate how we use a strategy of environmental, social an...
The value of time
In our 50 years of existence, we have grown from a little-known brand to one of South Africa’s most recognisable investment managers, servicing a wide cross...
Personal reflections on what makes a great asset manager over the long term
Given that we are in our 50th year of existence, Duncan Artus, who has been working at Allan Gray for over 22 years, reflects on what he believes makes a gre...
Looking to the long term
Turning 50 is an incredible milestone for any business. Over the last five decades, South Africa has experienced immense political, economic and societal...
For the greater good
Thandolwethu Hlongwane, the founder of payment software solutions company Lipa Payments, coding education platform Zaio and small business financing platform...
50 years of investing in an evolving ecosystem
The asset management industry plays a key role in society, channelling capital from savers to where it is needed in the real economy, and in so doing, creati...