Jacques Plaut

Jacques joined Allan Gray as an equity analyst in 2008 after working as a management consultant. He began managing a portion of the equity and balanced portfolios earmarked for associate portfolio managers in 2013 and was appointed as a portfolio manager in 2015. Jacques holds a Bachelor of Science degree in Mathematics from the University of Cape Town.

Articles by Jacques Plaut

Four contrarian investment questions to ask in 2023

By Jacques Plaut on 22 Feb 2023

Reading time: 6 mins

Jacques Plaut, portfolio manager, shares the four questions investors should consider this year and discusses how the Allan Gray Balanced Fund is positioned ...

Which currency is a good store of value?

By Jacques Plaut on 20 Oct 2022

Reading time: 3 mins

As the US dollar continues to make substantial gains on global currencies, Jacques Plaut, portfolio manager, discusses the factors investors typically consid...

Equity Fund update: Investing amid extreme price moves

By Jacques Plaut on 24 Jul 2020

Reading time: 3 mins

The second quarter of 2020 saw further extreme moves in equities. An intraday price move of 20% is a rare event, especially for a large company. In the month...

An opportunity in television?

By Jacques Plaut on 29 Apr 2019

Reading time: 8 mins

The Top 40 got a new member this quarter when MultiChoice was unbundled from Naspers. MultiChoice owns the dominant pay-TV business in South Africa, DStv, wi...

The value of bitcoin

By Jacques Plaut on 24 Oct 2017

Reading time: 10 mins

The total market value of all bitcoins is US$80bn, which is more than the value of Richemont and triple the value of Anglo American. It is the topic on which...