Articles tagged as "Allan Gray Australia Opportunity 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?
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...
