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2013 Q2
The Allan Gray Africa Equity Fund celebrates 15 years
When the Allan Gray Africa Equity Fund (the Fund) was launched on 1 July 1998 it was the first unitised product in which Allan Gray Proprietary Limited was...
Sasol: A history of underestimation
Sasol is our clients' largest equity investment. Founded in 1950 and listed in 1979, Sasol's core business is to produce synthetic liquid fuels and chemicals...
Do not confuse stability with safety
According to Ben Preston, from our offshore partner Orbis, Orbis and Allan Gray's strict adherence to our bottom-up research process keeps us focused on...
Equity opportunities down under
Last quarter, Seema Dala wrote about the importance of diversifying your portfolios by investing offshore. Australia is definitely offshore from South Africa...
2013 Q2 Allan Gray Orbis Foundation update
When one considers the importance of entrepreneurship in driving job creation, South Africa's very low level of entrepreneurial activity partly explains why...
2013 Q2 Comments from the Chief Operating Officer
We have written before about the importance of diversifying your portfolio. Diversification allows you to take individual risks (for example, investments...