Articles by Chris du Toit
High correlations present challenges
Actively managed funds, including the Orbis Global Equity Fund, have struggled to outperform the market over the past year. Actively managed funds are able t...
The offshore conundrum
A question often asked of us is: 'How much should I invest offshore?' This question has a different answer for each person. Another, perhaps more important,...
When is bad news good news?
As contrarian investors we are always on the lookout for shares that we can buy at a significantly lower price than we believe they are worth. Thus, with ban...
The role dividends play in generating returns
In the previous edition of the Quarterly Commentary, Richard Carter and Roenica Botha demonstrated the importance of reinvesting income distributions from un...
The benefits and pitfalls of foreign diversification
Most South African investors looking to diversify will choose to include offshore assets in their portfolio. The trick is to select the right combination of...
