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2010 Q2
Welcoming the world to South Africa (but are they here to stay...?)
For most of the time since our first democratic election in 1994, foreign investors have been net buyers of companies listed on the JSE. They are now...
Service worth talking about
Although we do our utmost to provide exceptional investment returns we cannot guarantee that we will always get it right - we have no control over market...
The investment case for BAT
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...
The Stable Fund completes a decade
The Allan Gray Stable Fund celebrated its 10-year anniversary on 1 July. This is a good time to reflect on how the Fund has performed over its first 10 years...
2010 Q2 The Allan Gray Orbis Foundation update
The middle of 2010 marks the Allan Gray Orbis Foundation's fifth birthday. While this is a significant milestone and the Foundation is satisfied with its ear...
The story is in the stocks
Investors who give their money to professional managers to invest still wish to remain informed about what their managers are thinking and how therefore they...
2010 Q2 Comments from the Chief Operating Officer
In the last six weeks South Africa has been aglow with positive sentiment and optimism. The World Cup has had a real impact on national unity and confidence...