Mahesh Cooper - Allan Gray
Quarterly Commentary

2022 Q4 Comments from the Chief Operating Officer

Instability hit the world with renewed force in 2022. All this uncertainty reminds me of Hyman Minsky’s quote: “Stability leads to instability...

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Insights category - companies

AB InBev: The king of beer

By Jithen Pillay on 31 Jan 2023

Reading time: 9 mins

The market has several concerns about brewer Anheuser-Busch InBev which are currently weighing on its share price. We believe the company’s fundamentals are...

Insights categories - Offshore investing

Orbis: President’s letter 2022

By Adam Karr on 31 Jan 2023

Reading time: 12 mins

In his president’s letter, Adam Karr, from our offshore partner, Orbis, reflects on the actions that he and the team took during 2022 to ensure they delivere...


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