Article tags

Articles tagged as "Remgro"

Insights categories - Local investing

Navigating investment challenges: The interplay between skill and luck

By Jithen Pillay and Matthew Patterson on 05 Jun 2024

Reading time: 7 mins

Decision strategist and best-selling author Annie Duke advises focusing on a good process when trying to make the best decisions in highly uncertain scenario...

Insights categories - Markets and economy

Q&A with portfolio managers from Allan Gray and Orbis 2021

By Tamryn Lamb on 26 May 2021

Reading time: 1 min

The global recovery is underway as markets rebound from their March 2020 lows, but the current pandemic is far from over, leaving many investors questioning...

Insights category - companies

To have and to hold?

By Kamal Govan on 27 Jan 2021

Reading time: 9 mins

If the value associated with a holding company is less than the sum of its parts, is it a worthwhile investment? Kamal Govan looks at the drivers of holding...

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 - Local investing

Balanced Fund update: An increased weighting towards local stocks

By Duncan Artus on 23 Oct 2017

Reading time: 3 mins

The local equity market had a strong quarter, breaking out to new highs despite all the negative news headlines. Many investors forget that the FTSE/JSE All...

Insights category - companies

Insurance: better than you think

By Duncan Artus and Leonard Krüger on 31 Mar 2012

Reading time: 7 mins

We have previously set out the reasons Sanlam has an above-benchmark position in our clients’ portfolios (see Quarterly Commentary 1, 2010). On a...

Insights category - companies

The investment case for BAT

By Simon Raubenheimer on 30 Jun 2010

Reading time: 9 mins

British American Tobacco provides the rare opportunity to invest in a superior quality business in a stable industry at a discount to the average company. Wi...

Categories

Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.