Q&A with Allan Gray and Orbis

Duncan Artus

- 26 November 2020

Despite the ongoing uncertainty fuelled by COVID-19, global markets have bounced back to pre-pandemic levels, with a handful of mega cap shares driving the recovery. During the recent Allan Gray and Orbis investment updates, Duncan Artus, chief investment officer, moderated a Q&A session via Zoom webinar with Allan Gray portfolio manager Rory Kutisker-Jacobson and Ben Preston, portfolio manager at Orbis. Watch the 33-minute recording below as they answer questions about the state of local and global equity markets and our current holdings.

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COVID-19 Economy Equities Markets Offshore rand Risk

Duncan Artus

Duncan was appointed chief investment officer in 2020. He joined Allan Gray in 2001 and was appointed as a portfolio manager in 2005. He manages a portion of the equity, balanced and stable portfolios. He is also a director of Allan Gray Group Proprietary Limited and Allan Gray Proprietary Limited. Duncan holds an Honours degree in Business Science and a Postgraduate Diploma in Accounting from the University of Cape Town and is a CFA^® and CMT^® charterholder.

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