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2015 Q1
Platinum and palladium: Low-risk opportunities
Investing in platinum or palladium directly is taking a view that the prices of these commodities will increase. Tim Acker explains why we currently prefer...
Deconstructing the investment case for property
The South African property sector has been a huge winner over the last decade, returning 22% per year compared with 18% for the FTSE/JSE All Share Index...
Orbis Global Equity: Guided by our investment philosophy
This piece was originally published in the Orbis March 2015 Quarterly Manager's Report. Over the 25-year history of Orbis' Global Equity Fund, the underlying...
Stable Fund: Safeguarding our clients' capital is our core focus
When we launched the Allan Gray Stable Fund (the Fund) 15 years ago, we hoped that it would provide clients with returns that were competitive with bank...
Delays to retirement reform shouldn't mean delays to your retirement savings
In Quarterly Commentary 1, 2013 we wrote about retirement reform, discussing how the changes would affect existing and potential retirement fund members. Fas...
Active versus passive
As a proud advocate of a committed active manager, Thandi Ngwane does her best to stay objective in discussing the pros and cons of active and passive...
2015 Q1 Comments from the Chief Operating Officer
This Quarterly Commentary is dedicated to Simon Marais, chairman of Allan Gray Limited, who passed away on 26 February this year.
In recent issues...