Simon Raubenheimer

Simon was employed at Allan Gray from 2002 to 2018. He managed a portion of the equity and balanced portfolios from July 2008, when he was appointed as a portfolio manager. Simon holds a Bachelor of Commerce degree in Econometrics from the University of Pretoria and an Honours degree in Financial Analysis from the University of Cape Town. He is a CFA^® charterholder.

Articles by Simon Raubenheimer

Equity Fund update: Reversal of fortunes for domestically orientated sectors

By Simon Raubenheimer on 19 Jan 2018

Reading time: 3 mins

For most of 2017, domestically orientated sectors fared poorly against the FTSE/ JSE All Share Index (ALSI). However, the last few weeks of the year saw a...

Balanced Fund update: Unloved stocks present buying opportunities

By Simon Raubenheimer on 28 Jul 2017

Reading time: 3 mins

Investor sentiment towards emerging markets remains weak. This has left emerging markets at a valuation discount to developed markets. The MSCI Emerging Mark...

Balanced Fund update: Unloved stocks present buying opportunities

By Simon Raubenheimer on 28 Jul 2017

Reading time: 3 mins

Investor sentiment towards emerging markets remains weak. This has left emerging markets at a valuation discount to developed markets. The MSCI Emerging Mark...

Barclays Group Africa: Seizing the opportunity

By Simon Raubenheimer on 20 Jul 2017

Reading time: 9 mins

Earlier this quarter our clients had the chance to participate in a rare opportunity: on 31 May 2017, UK-based Barclays PLC announced the sale of 33.7% of BG...

Did we get lucky?

By Simon Raubenheimer on 14 Nov 2016

Reading time: 5 mins

The Allan Gray domestic equity strategy delivered returns of 17.2% for the 12 months ending September 2016, after having subtracted all fees and costs. The...

Equity Fund update: Don’t be seduced by high expectations

By Simon Raubenheimer on 14 Oct 2016

Reading time: 3 mins

It is interesting to note the surprise announcements made by several market ‘darlings’ over the course of the third quarter of 2016. Mr Price revealed negati...

Manufacturing in meltdown

By Simon Raubenheimer on 30 Jun 2015

Reading time: 13 mins

The manufacturing sector is currently in a woeful state. Simon Raubenheimer discusses why we are where we are. 'The Board of Directors has taken the decision...

Message from our Top 10 equity holdings

By Simon Raubenheimer on 26 Nov 2012

Reading time: 5 mins

Investors frequently ask us whether or not our choice of shares reveals a particular theme or ‘story’. Investors are also curious as to how we alter our...

An era of high global earnings

By Simon Raubenheimer on 30 Sep 2011

Reading time: 8 mins

Company profits are currently at historic highs, but we do not know with any certainty where they are headed. Although it is entirely possible for global and...

The investment case for BAT

By Simon Raubenheimer on 30 Jun 2010

Reading time: 9 mins

British American Tobacco provides the rare opportunity to invest in a superior quality business in a stable industry at a discount to the average company. Wi...