Siphesihle Zwane
Siphesihle joined Allan Gray in 2017 as an analyst in the Investment team. He was appointed as a portfolio manager in December 2023 and currently manages portions of the institutional domestic equity mandates and the SA equity portfolio. Siphesihle holds a Bachelor of Commerce degree in Economics and Finance and an Honours degree in Economics, both from the University of Cape Town.
Articles by Siphesihle Zwane
Disney: The value of strong intellectual property in a changing world
Since March 2022, local unit trusts have been able to allocate up to 45% of their portfolios anywhere outside South Africa. The increase in offshore limits i...
Peering through the smoke
A lot has changed in the tobacco industry in the last decade or so. Despite the changes in what used to be a stable industry, the attractive aspects of tobac...
Banking on green shoots at Nedbank
Siphesihle Zwane discusses the green shoots emerging at Nedbank and explains why they may reward investors who have enough conviction to stay the course.
