Allan Gray Quarterly Commentary

2010 Q4 Comments from the Chief Operating Officer

It has been an interesting year. Twelve months ago, I wrote that we did not think share price valuations were justified by the fundamentals of SA listed...

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2010 Q4

Insights categories - Offshore investing

Responding to challenging times

By Henry Allen and Trevor Black on 31 Dec 2010

Reading time: 8 mins

Performance does not come in a straight line, which means that periods of long-term outperformance will always be accompanied by periods of, sometimes...

Insights categories - Markets and economy

Africa's investable universe

By Nick Ndiritu on 31 Dec 2010

Reading time: 7 mins

We expect a change in prudential investment regulations to allow pension fund investors to invest up to 5% of their assets in Africa, in addition to other...

Insights categories - Corporate citizenship

2010 Q4 Allan Gray Orbis Foundation update

By Anthony Farr on 31 Dec 2010

Reading time: 6 mins

To achieve its vision of achieving 'long-term economic and societal wealth through the Allan Gray Fellows', Allan Gray Orbis Foundation needs to encourage...

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