Allan Gray Quarterly Commentary

2016 Q2 Comments from the Chief Operating Officer

Trust and confidence are especially important for financial markets. Everything that changes hands in financial markets represents a promise of one...

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2016 Q2

Insights categories - Markets and economy

Gold: A history of its price

By Sandy McGregor on 30 Jun 2016

Reading time: 11 mins

Inventories play a significant role in the pricing of commodities: when they are low prices tend to rise, while excessive inventories depress prices. However...

Insights categories - Local investing

Restructurings as a source of excess returns

By Duncan Artus on 30 Jun 2016

Reading time: 7 mins

We are always on the lookout for opportunities offered by the potential restructuring of companies. They can often generate attractive returns with a...

Insights categories - Offshore investing

XPO Logistics: Diversification through owning both shares and bonds

By Ashley Lynn and Matt Adams on 30 Jun 2016

Reading time: 7 mins

Forming contrarian views about the intrinsic value of companies is the core of what we do. In the Orbis Global Balanced Fund, this fundamental company resear...

Insights categories - Personal investing

How can I earn higher returns and pay less tax?

By Richard Carter and Jeanette Marais on 30 Jun 2016

Reading time: 10 mins

Tax has a significant impact on the returns of your investment. If, like most of us, you would like to see more return in your account and less in the hands ...

Insights categories - Investment insights

Investing tutorial: Our approach to value investing

By Wanita Isaacs on 30 Jun 2016

Reading time: 8 mins

Our investment philosophy and process is so much part of our DNA that we forget not all clients are familiar with what we actually do and how we make our...

Insights categories - Corporate citizenship

Allan Gray Orbis Foundation update 2016

By Zimkhitha Peter on 30 Jun 2016

Reading time: 9 mins

Inspired by the Roman aqueducts of old, the Allan Gray Orbis Foundation has spent the last decade developing and fine tuning an entrepreneurial pipeline made...

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