Allan Gray Quarterly Commentary

2016 Q4 Comments from the Chief Operating Officer

The Cape Town traffic can be quite frustrating. Mountain biking is fun. Combined, these two facts make commuting on a bicycle along Table Mountain’s...

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2016 Q4

Insights categories - Markets and economy

A changing world

By Sandy McGregor on 31 Dec 2016

Reading time: 13 mins

The political shocks of 2016 are a manifestation of rising public discontent about prevailing economic and social conditions. Sandy McGregor provides some...

Insights category - companies

An investment case for Life Healthcare

By Ruan Stander on 31 Dec 2016

Reading time: 8 mins

Recent news about private hospital operator Life Healthcare’s international investments has created negative sentiment about the company’s ability to allocat...

Insights categories - Offshore investing

Global perspective: Do value shares deserve to be this cheap?

By Alec Cutler on 31 Dec 2016

Reading time: 7 mins

The Orbis Global Balanced Fund aims to balance capital appreciation and income generation with the associated risk of its investments. These objectives...

Insights categories - Personal investing

How to maximise tax benefits before the end of the tax year 2016

By Carla Rossouw on 31 Dec 2016

Reading time: 8 mins

Every year at around this time – ahead of the end of the tax year in February – we remind investors to think about taking advantage of some of the incentives...

Insights categories - Personal investing

How to read a factsheet

By Ray Mhere on 31 Dec 2016

Reading time: 8 mins

The number of options when choosing a unit trust can be overwhelming and is one of the most common barriers to investing. Unit trusts are registered in...

Insights categories - Corporate citizenship

Allan Gray Orbis Foundation update: What must rise?

By Zimkhitha Peter on 31 Dec 2016

Reading time: 6 mins

The Allan Gray Orbis Foundation's mission is to cultivate the entrepreneurial potential of young people. To do this, we try to help candidates build...

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