Articles tagged as "Allan Gray Frontier Markets Equity Fund"
Frontier Markets Equity Fund: When fear dominates pricing, value emerges
Geopolitical uncertainty and negative news flow continue to create volatility across frontier markets. Varshan Maharaj explains how the Allan Gray Frontier...
Frontier Markets Equity Fund: Separating value from value traps in frontier markets
Amid heightened market volatility and uncertainty, Rory Kutisker-Jacobson explains how a disciplined, valuation-driven approach helps distinguish genuine val...
Beyond the narratives: Investing through uncertainty
Periods of heightened uncertainty often feel exceptional while we are living through them. But history suggests that markets have consistently rewarded...
Exploring the frontier: Why elevated risk offers enticing opportunities
Global markets are navigating a challenging mix of persistent conflict, energy insecurity and volatile inflation, stoking fear among investors. In frontier a...
Frontier Markets Equity Fund: Focusing on value amid market volatility
Against a backdrop of heightened geopolitical volatility, the Allan Gray Frontier Markets Equity Fund delivered a resilient first‑quarter performance. With...
Frontier markets: Investing where pessimism reigns
For long-term investors committed to thorough research and willing to think carefully about idiosyncratic risks, frontier markets offer a range of...
Where investors fear to fish
High domestic inflation. Volatile currencies. Foreign languages. Domestic insider advantages. Different cultural, legal and governance practices. Unpredictab...
