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Articles tagged as "Sasol"

Insights categories - Markets and economy

Podcast: Can South African investors continue to count on commodities?

By Sean Munsie on 25 Aug 2022

Listening time: 1 min

In this episode of The Allan Gray Podcast, portfolio managers Sean Munsie and Rory Kutisker-Jacobson and investment analyst Jithen Pillay discuss the cyclica...

Insights categories - Local investing

Equity Fund update: In pursuit of potential

By Duncan Artus on 03 Aug 2020

Reading time: 9 mins

The most important determinant of investment success is the price you pay for an asset, and valuations for many quality companies are the cheapest they have...

Insights categories - Local investing

Equity Fund update: Investing amid extreme price moves

By Jacques Plaut on 24 Jul 2020

Reading time: 3 mins

The second quarter of 2020 saw further extreme moves in equities. An intraday price move of 20% is a rare event, especially for a large company. In the month...

Insights categories - ESG

Stewardship and Business Sustainability Reports

By Andrew Lapping on 31 Mar 2020

Reading time: 1 min

This is the fifth year that we have published our Stewardship Report, which outlines how we integrate environmental, social and governance (ESG) issues into...

Insights categories - Markets and economy

COVID-19: Evaluating market risk versus opportunity

By Duncan Artus on 25 Mar 2020

Viewing time: 1 min

We have managed our portfolios through a range of different crises since 1974. Over the last 20 years, the dotcom collapse in 2001/02, the global financial...

Insights categories - Markets and economy

Coronavirus: Taking stock of the state of the markets

By Andrew Lapping on 19 Mar 2020

Reading time: 10 mins

The world is changing extremely fast. The global business shutdown is unlike anything seen outside wartime. It is impossible to know the length or depth of t...

Insights categories - Local investing

In pursuit of undervalued assets

By Andrew Lapping on 23 Jan 2020

Reading time: 8 mins

The South African equity market returned 12% in 2019, after being saved at the death by December’s 3.3% return. However, this pales in comparison to the 28%...

Insights categories - Local investing

Allan Gray Equity Fund's 20th Anniversary

By Julie Campbell on 17 Oct 2018

Reading time: 13 mins

If you had invested R1 000 in the Allan Gray Equity Fund when it was launched on 1 October 1998, it would be worth R56 572 today (at 30 September 2018). A...

Insights categories - Markets and economy

What is the sweet spot for the oil price?

By Rory Kutisker-Jacobson on 25 Jan 2017

Listening time: 20 mins

In the face of an OPEC oil production cut, shale producer activity and US President Donald Trump proposing various far-reaching changes what can we expect fr...

Insights categories - Offshore investing

The story is in the stocks

By Jonathan Brodie and Trevor Black on 30 Jun 2010

Reading time: 8 mins

Investors who give their money to professional managers to invest still wish to remain informed about what their managers are thinking and how therefore they...

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