Articles tagged as "Allan Gray Australia Equity Fund"
Something’s got to give...
Recently companies in Australia that have grown their earnings and paid large dividends have been well rewarded. But is this sustainable?
Valuation dispersion and opportunities to beat the market in Australia
Cyclicality and dispersion in valuations can create great opportunities to buy shares at very attractive prices in companies that are out of favour with the...
Avoiding the overwhelming bias for action
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
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...
Equity opportunities down under
Last quarter, Seema Dala wrote about the importance of diversifying your portfolios by investing offshore. Australia is definitely offshore from South Africa...
