Allan Gray Quarterly Commentary

2011 Q4 Comments from the Chief Operating Officer

Over the tumultuous past year, the returns from lump sum investments in the Allan Gray Balanced, Stable and Equity Funds differ by less than 3%, and...

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2011 Q4

Insights categories - Investment insights

It is the price you pay that counts, not the headlines

By Andrew Lapping on 31 Dec 2011

Reading time: 9 mins

People enjoy stories; they are fun. This is true in all facets of life, including investing. Investors often have stories to tell about individual equities,...

Insights category - companies

Anglo American: Getting what you pay for?

By Rory Kutisker-Jacobson on 31 Dec 2011

Reading time: 9 mins

As contrarian investors we are always on the lookout for assets which we can buy for less than our estimate of their intrinsic value. As a result, much of ou...

Insights categories - Offshore investing

Things you can control, and things you cannot

By Trevor Black and Jonathan Brodie on 31 Dec 2011

Reading time: 8 mins

In this current very uncertain world, we cannot begin to control or predict political or economic outcomes. But we can control what shares we buy and we are...

Insights categories - Personal investing

New Dividend Withholding Tax: how will it affect you?

By Carla Rossouw on 31 Dec 2011

Reading time: 6 mins

As part of his February 2011 Budget speech, Minister of Finance Pravin Gordhan announced that Dividend Withholding Tax would come into effect from 1 April...

Insights categories - Personal investing

Everything can be improved

By Michael Summerton on 31 Dec 2011

Reading time: 7 mins

We are obsessed with always providing you with the best service and hope that, if we fall short of these standards, you will complain. Your honest feedback...

Insights categories - Corporate citizenship

2011 Q4 Allan Gray Orbis Foundation update

By Anthony Farr on 31 Dec 2011

Reading time: 8 mins

The Allan Gray Orbis Foundation continues to work tirelessly in developing a new generation of high impact entrepreneurial leaders. Anthony Farr discusses so...

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