Articles by Tamryn Lamb
50 years of investing in an evolving ecosystem
The asset management industry plays a key role in society, channelling capital from savers to where it is needed in the real economy, and in so doing, creati...
From Johannesburg to Japan: How to resist the magnetism of the magnificent seven
In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we...
Massive market moves: How will they shape the years ahead?
In the latest episode of The Allan Gray Podcast, chief investment officer, Duncan Artus, joins Tamryn Lamb, head of Retail, to unpack why the year was a...
The evolving role of balanced funds
Tamryn Lamb looks at the important role balanced funds have played in your portfolio over time, the returns they have generated and the variability of these...
Are you making the most of your tax-free investment account?
Tamryn Lamb and Twanji Kalula unpack the pros and cons of using tax-free investment accounts over the long term and explain how they can be used to complemen...
Business update: The role of balanced funds
This year has seen a number of meaningful changes for investors, including the introduction of higher offshore limits. At the recent Allan Gray and Orbis...
Putting the "personal" back into personal finance
Tamryn Lamb, head of Retail, examines the value that independent financial advice brings to long-term investing success.
Five financial lessons for women
In honour of Women’s Month, Tamryn Lamb, head of Retail Distribution, reflects on the top five financial lessons she has learnt along her investment journey.
Podcast: How to think about investing in an energy-short and volatile world
From the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigati...
Offshore restrictions revised to 45% for Allan Gray Living Annuity, Endowment and Tax-Free Investment accounts
The South African Reserve Bank (SARB) has confirmed that the offshore limit for life companies, including Allan Gray Life, has been set at 45% for all...
Key questions that advisers and clients are asking
Uncertainty is a fact of life, and ever present in investing. There are times, however, when uncertainty seems to dominate sentiment and news flow – and...
How to own your throne
In the spirit of paying it forward, six inspiring women from Allan Gray and the financial advice arena, shares insights on how to take ownership of your...
Q&A with portfolio managers from Allan Gray and Orbis 2021
The global recovery is underway as markets rebound from their March 2020 lows, but the current pandemic is far from over, leaving many investors questioning...
Ballot underway for Allan Gray-Orbis Global Fund of Funds
There is currently a ballot underway for the Allan Gray-Orbis Global Fund of Funds (“the Fund”) which proposes changes to the Fund’s structure, name and...
Limiting allocations to offshore assets for Allan Gray Living Annuity and Endowment accounts
We are temporarily limiting allocations to offshore assets for Allan Gray Living Annuity and Endowment accounts, effective 14:00 on Friday, 18 December 2020,...
Understanding investment accounts
Making sure that you choose appropriate investment accounts for your various financial goals is an essential part of the investing process. In the third of s...
Is your trust in your investment manager well placed?
It has been a volatile six months in the markets, following a five-year period of disappointing equity returns. At times like these, it is understandable for...
Look in, reach out
Internationally acclaimed life coach, author, motivational speaker, and entrepreneur, Valorie Burton, explores how we can develop strength and resilience...
Lessons from lockdown
It is often said that challenges enable us to discover things about ourselves that we didn’t know. If this is true, 2020 has undoubtedly been a year of...
What advice would I give to the 30-year-old me?
Your 40s are known to be a challenging decade financially, typically balancing the demands of lifestyle costs, children and their education, ageing parents a...
COVID-19 cracked the crystal ball
Investors and their advisers continue to grapple with the question of what life, and indeed the world economy, will look like in the next one to three years....
Part 2: How to recalibrate your budget in the wake of COVID-19
As we all long for the life we had before COVID-19, are there any adjustments from the life that’s been thrust upon us that should be incorporated? Tamryn La...
Q&A with Allan Gray and Orbis: Investing beyond COVID-19
While financial market volatility as a result of COVID-19 is expected to continue over the short term, the investment teams at Allan Gray and Orbis are focus...
COVID-19: Q&A with Allan Gray portfolio managers
With many countries in lockdown, uncertainty prevails. Against this backdrop, many clients are asking for our views on the economic impact, an update on our...
COVID-19: We remain open for you during the lockdown
As we enter into lockdown, Tamryn Lamb, head of retail distribution, reassures investors that we are open during this most unsettling time. She also provides...
Orbis’ improved fee structure: Highlights and FAQ
Our offshore partner, Orbis, is improving its fee structure. We intend to implement these changes on 14 May 2020.
Seek financial advice to help you meet your financial goals
The spotlight falls on the importance of having a financial plan during Financial Planning Week, taking place from 7 to 11 October 2019. With this in mind,...
How bias can sink your investment success
Everybody has biases. We make judgements about people, places, and of course, the markets. It is almost impossible not to allow the filters which are created...
The benefits of independent financial advice
Many investors underplay the importance of financial advice to the detriment of the performance of their portfolios over time. A good financial adviser can...
Changes to Orbis’ fee structure – good news for investors
Allan Gray’s offshore partner Orbis is introducing a new fee structure for African investors.
Planning for retirement in the gig economy
Millennials are revolutionising the way we work as they embrace the flexibility and independence of the gig economy, but what does this mean for their...
Orbis: A meaningfully improved fee structure
Orbis is intending to make various changes to its fee structure which includes the creation of a mechanism to invest performance fees it earns when times are...
Grow your wealth by attending the Allan Gray Investment Summit
After successfully bringing together renowned investment experts from all over the globe for two consecutive years to sold-out audiences, the Allan Gray...
Allan Gray-Orbis rand-denominated offshore unit trusts open; living annuity offshore limits removed
After a review of our offshore asset exposures, we are pleased to announce that we have reopened the Allan Gray-Orbis rand-denominated offshore unit trusts f...
What is a good offshore strategy?
Novice and experienced investors often ask the same question time and again: When is the best time to invest offshore?
Adopt a global mind-set for long-term investment success
South African investors are fixated on the rand exchange rate, so much so that our currency movements act as a barometer of our nation’s mood: when the rand ...
Investment Summit brings together 10 of world’s top investment experts
The Allan Gray Investment Summit will bring together over 3000 investors who will gather to listen to investment experts from around the world. From where t...
Q&A: Orbis Global Equity Fund
What are the names of the managers of the Orbis Global Equity Fund and where are they based...
Will traditional car manufacturers be driven off the road by their electric counterparts?
Investors in general are pessimistic about the autos sector. They are worried about earnings declines and the growth of electric cars, produced by the likes ...
Key buckets of opportunities
In our search for undervalued assets we have found companies that fit into five categories...
Should you invest offshore at R15/US$?
It is exceptionally difficult to decide when is the best time to invest offshore based on news headlines. If you want to get more for what you pay, investing...
Broaden your horizons with offshore investments
It is natural to feel uneasy about your finances during times of uncertainty. However, one should be wary of making decisions based on short-term events. The...
About the newly created Allan & Gill Gray Foundation
We have fielded many questions about the nature and objectives of Allan & Gill Gray Foundation (the Foundation). Tamryn Lamb offers some insights.
Orbis: Buying carefully in indiscriminate selloffs
Periods of short-term underperformance are a price we must pay for seeking superior long-term returns. The third quarter certainly qualified as one of those...
Consumption trends in emerging markets: Opportunities and pitfalls
Looking to capitalise on the rise of the emerging market consumer? Beware of the potential pitfalls .
A tale of two crises
Greece and China have dominated financial headlines since March. With fear running high, we try to remain focused on the relationship between the price and...
Introducing the Orbis Global Balanced Fund
Like Allan Gray, Orbis has a limited range of funds which it believes addresses the needs of most investors. New funds are only introduced after very careful...
A healthy approach
Broadly speaking, one could think about building a portfolio in two key ways. Investors with a 'top-down' approach start with a wide view of the world and ma...
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...