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2012 Q2
Tobacco economics
Most industries have a single factor that helps investors to understand them better. Unfortunately for investors looking for easy wins, it does not necessari...
Investing: a history of bubbles
'Invest in stocks? Forget about it.' - USA Today headline, 8 May 2012. As contrarian investors, we cannot help but take notice when one of the most widely re...
The Allan Gray Investment Platform: high quality service with simple, transparent fund choice
Objectives for investing change throughout our lives, from buying a car or house, to longer-term goals, such as saving for our children's education and our...
2012 Q2 Allan Gray Orbis Foundation update
Allan Gray Orbis Foundation is one of many organisations seeking to develop greater entrepreneurial capacity in their beneficiaries to effect change and...
2012 Q2 Comments from the Chief Operating Officer
This magazine includes the performance of all of our funds in its last few pages, based on a single lump sum invested at each starting point, as is...