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Articles tagged as "Allan Gray Australia Opportunity Fund"

Something’s got to give...

By Simon Mawhinney on 09 Dec 2016

Reading time: 4 mins

Recently companies in Australia that have grown their earnings and paid large dividends have been well rewarded. But is this sustainable?

Avoiding the overwhelming bias for action

By Dr Suhas Nayak on 30 Jul 2015

Reading time: 8 mins

In life, we have a natural bias for action. From a young age, we are told stories about heroes who overcame great odds and many setbacks to do something grea...

The same contrarian approach from Cape Town to Canberra

By JD de Lange and LJ Collyer on 30 Sep 2014

Reading time: 7 mins

Being 'contrarian' is about culture and about behaviour, and the outcome is reflected in portfolios that are different from the market. LJ Collyer and JD de...

The same contrarian approach from Cape Town to Canberra

By JD de Lange and LJ Collyer on 30 Sep 2014

Reading time: 7 mins

Being 'contrarian' is about culture and about behaviour, and the outcome is reflected in portfolios that are different from the market. LJ Collyer and JD de...

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