Articles tagged as "Zimplats"
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: 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...
Searching for value amid Africa’s disappointing equity returns
International equity markets have recovered sharply from the March lows, however African markets made only a modest recovery. As the continent’s leaders face...
What lies ahead for Africa’s frontier markets?
At the core of our investment philosophy is a belief that markets are not always efficient or rational. We invest in businesses that we consider to be...
