Articles tagged as "Seplat Energy"
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...
Africa ex-SA Equity Fund: Investing in Africa and why the source of returns matters
The Allan Gray Africa ex-SA Equity Fund has benefited from strong performance across several of its holdings this year. Kamal Govan explains what has driven...
African equities offer compelling value despite global shocks
Despite geopolitical shocks and heightened market volatility, African equities continue to offer compelling value. Rami Hajjar explains how stronger...
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...
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...