Rob Formby

2019 Q3 Comments from the Chief Operating Officer

I recently attended a presentation by trend analyst Dion Chang. He spoke passionately about the way the world is transforming as industries digitise...

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2019 Q3

Insights categories - Markets and economy

What can be done to improve South Africa’s prospects?

By Sandy McGregor on 28 Oct 2019

Reading time: 12 mins

When the National Treasury first published its Economic Policy Paper, there was widespread puzzlement as to why yet another such report was needed. It repeat...

Insights categories - Local investing

How to construct a portfolio for a range of outcomes

By Andrew Lapping on 28 Oct 2019

Reading time: 8 mins

The future is extremely uncertain. This isn’t because of any particular global situation; it is always the case. This is why it is important that we build...

Insights category - companies

Reflecting on our top equity holdings

By Leonard Krüger on 28 Oct 2019

Reading time: 8 mins

The performance of the Allan Gray Equity, Balanced and Stable funds has been disappointing over the past couple of years. Low single-digit returns from...

Insights categories - Offshore investing

Orbis: Is value investing dead?

By Brett Moshal and Michael Heap on 28 Oct 2019

Reading time: 13 mins

Over multiple decades, the traditional value approach of buying cheap stocks has worked remarkably well. Over the last decade, it hasn’t, leading an...

Insights categories - Investment insights

Mindful of risk

By Nadia van der Merwe on 28 Oct 2019

Reading time: 9 mins

Uncertain times may cause investors to shy away from risk. While it is important to be mindful of risk and understand the risks you are taking on when...

Insights categories - Investment insights

Are you comfortable swimming against the tide?

By Radhesen Naidoo on 28 Oct 2019

Reading time: 7 mins

Allan Gray and our offshore partner, Orbis, describe our shared investment approach as “contrarian”. “Contrarian” is usually defined as “opposing or rejectin...

Insights categories - Retirement

How your retirement fund benefits are allocated when you die

By Sonja Smit on 28 Oct 2019

Reading time: 8 mins

The process behind retirement fund death claims is challenging to understand and complex to execute. Sonja Smit discusses how to be better informed as a...

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