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Articles tagged as "Pick n Pay"

Insights categories - Local investing

How to invest in an inflationary, energy-short and increasingly divided world

By Duncan Artus on 06 Oct 2022

Reading time: 6 mins

At Allan Gray, we are bottom-up investors, but we want to be on the right side of long-term trends, particularly at secular turning points. One way is to...

Insights categories - Local investing

Restructurings as a source of excess returns

By Duncan Artus on 30 Jun 2016

Reading time: 7 mins

We are always on the lookout for opportunities offered by the potential restructuring of companies. They can often generate attractive returns with a...

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