Mark Dunley-Owen

Mark joined Allan Gray in 2009 as an equity analyst. He started managing a portion of the fixed interest portfolios in July 2011, and a portion of the stable portfolios in May 2013. He was appointed as a portfolio manager in January 2012. In September 2020, Mark joined Orbis as a member of the Bermuda Investment team. He is also a director of Allan Gray Bermuda Limited. Mark holds a Bachelor of Business Science (Honours) degree in Finance and Information Systems from the University of Cape Town.

Articles by Mark Dunley-Owen

Orbis: Our perspective on developed market bond yields

By Mark Dunley-Owen on 11 Oct 2021

Reading time: 4 mins

Bonds are typically included in an investment portfolio to provide diversification and deliver yield. Developed market bonds are currently offering much lowe...

African sovereign debt: Is a reality check looming?

By Mark Dunley-Owen on 26 Jan 2021

Reading time: 3 mins

Despite deteriorating economic fundamentals, Africa’s financial markets made a remarkable recovery in 2020. Mark Dunley-Owen discusses the price distortion i...

If South Africa was a company would you include it in your portfolio?

By Mark Dunley-Owen on 04 Aug 2017

Reading time: 3 mins

Sentiment towards South Africa is poor. It is tempting to believe that excessive bad news is priced into South African assets, which should deliver attractiv...

Stable Fund update: Finding value in SA equities

By Mark Dunley-Owen on 28 Apr 2017

Reading time: 4 mins

South Africa has a history of political uncertainty. The 15 months since the removal of Nhlanhla Nene as finance minister in December 2015 have been a stark...

Should you have bonds in your portfolio?

By Mark Dunley-Owen on 31 Mar 2017

Reading time: 9 mins

Bonds are boring, or so the saying goes. A better interpretation is that bond returns are less volatile than equity returns, most of the time...

Stable Fund update: How to invest in ‘interesting’ times

By Mark Dunley-Owen on 15 Jul 2016

Reading time: 4 mins

‘May you live in interesting times' is an English expression which many believe to be a translation of a traditional Chinese curse. The expression seems to...