Allan Gray Quarterly Commentary

2014 Q1 Comments from the Chief Operating Officer

Adding value through stock picking, here and abroad
As you are most probably aware, asset allocation funds have the mandate to vary their exposure...

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2014 Q1

Insights category - companies

Diamonds in the rough

By Leonard Krüger, Ian Liddle, Birte Schneider, Victor Seanie and Ruan Stander on 31 Mar 2014

Reading time: 10 mins

Small- and mid-cap companies make up 16% of the FTSE/JSE All Share Index, but 25-30% of our clients' South African equity holdings. Although many of these...

Insights categories - Offshore investing

Finding value in global markets

By Seema Dala on 31 Mar 2014

Reading time: 10 mins

Emerging markets have come under intense focus so far this year and while the main worries have centred on countries such as Argentina and Turkey, the market...

Insights categories - Personal investing

What are the merits of good independent advice?

By Jeanette Marais on 31 Mar 2014

Reading time: 8 mins

Many investors lack the time, knowledge and experience to invest successfully, often encountering difficulties that could have been avoided had they taken...

Insights categories - Local investing

Does the size of your unit trust matter?

By Daniel van Andel on 31 Mar 2014

Reading time: 9 mins

Back in September 1998, there were 186 unit trusts available in South Africa. Fast-forward 16 years, and there are now 1 477 registered unit trusts in a...

Insights categories - Personal investing

What is switching?

By Thandi Ngwane on 31 Mar 2014

Reading time: 5 mins

We often caution investors against 'switching' at the wrong moments. But what exactly is switching and how do you know whether or not it is an opportune time...

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