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Articles tagged as "SK Hynix"

New tools, old habits: Investing in the age of AI

By Horacia Naidoo-McCarthy on 06 Aug 2026

Listening time: 46 mins

In the latest episode of The Allan Gray Podcast, Allan Gray Institutional Clients manager Horacia Naidoo-McCarthy is joined by Simon Skinner, director and he...

Orbis Global Cautious: A disciplined approach to risk and return

By Mark Dunley-Owen on 23 Jul 2026

Reading time: 3 mins

Carefully balancing risk and return has become increasingly important in an investment environment marked by volatility and uncertainty. Mark Dunley-Owen fro...

Balanced Fund: Building quality through market volatility

By Duncan Artus on 10 Jul 2026

Reading time: 2 mins

In this fund commentary, Duncan Artus discusses how the Allan Gray Balanced Fund has navigated a period of heightened market volatility and increasingly...

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