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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Tariffs: The stealth tax
On 2 April, President Donald Trump took the market by surprise with the size and extent of the tariffs on US imports he implemented via a presidential order....
Investing lessons from Fantasy Premier League
While it may seem unlikely that football could provide insights into investments, Ammaara Mowzer reveals the striking parallels between Fantasy Premier Leagu...
How money tells the story of humanity – with David McWilliams
Many investors focus on trying to figure out how new technologies might change the world so that they can identify and back the likely winners. But according...
Paying tribute to Gillian Gray
Gillian Gray passed away at the end of last year, concluding an extraordinary life and an inspiring husband-and-wife partnership forged over six decades. ...
Where investors fear to fish
High domestic inflation. Volatile currencies. Foreign languages. Domestic insider advantages. Different cultural, legal and governance practices. Unpredictab...
Diamonds in the rough: A look at luxury
The luxury industry is broad – it encompasses everything from fine food and beverages to cars, aeroplanes, boats and fine art. Ultimately, luxury is down to...
Orbis: President’s letter 2024
In his annual President’s letter, Adam R. Karr, from our offshore partner, Orbis, pays tribute to Gillian Gray, who passed away in December 2024. He also...