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Articles tagged as "SABMiller"

Finding value in frontier African markets

By Nick Ndiritu on 29 Apr 2019

Reading time: 12 mins

Across corporate boardrooms in South Africa, a number of management teams and institutional investors are grappling with a vexing question: Is investing in...

Did we get lucky?

By Simon Raubenheimer on 14 Nov 2016

Reading time: 5 mins

The Allan Gray domestic equity strategy delivered returns of 17.2% for the 12 months ending September 2016, after having subtracted all fees and costs. The...

Balanced Fund update: What is a 'high-quality' company?

By Jacques Plaut on 28 Oct 2016

Reading time: 3 mins

The Fund’s performance over the past quarter was helped by overweight positions in Standard Bank and Impala Platinum, and by underweight positions in SABMill...

Stable Fund update: How to invest in ‘interesting’ times

By Mark Dunley-Owen on 15 Jul 2016

Reading time: 4 mins

‘May you live in interesting times' is an English expression which many believe to be a translation of a traditional Chinese curse. The expression seems to...

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