Siphesihle Zwane

Siphesihle joined Allan Gray in 2017 as an analyst in the Investment team. He was appointed as a portfolio manager in December 2023 and currently manages portions of the institutional domestic equity mandates and the SA equity portfolio. Siphesihle holds a Bachelor of Commerce degree in Economics and Finance and an Honours degree in Economics, both from the University of Cape Town.

Articles by Siphesihle Zwane

A revival for South Africa’s retail giants?

By Siphesihle Zwane on 22 Oct 2024

Listening time: 53 mins

As sentiment towards the South African economy improves following the formation of the government of national unity, some of the major retailers are seeing...

Disney: The value of strong intellectual property in a changing world

By Duncan Artus and Siphesihle Zwane on 02 May 2024

Reading time: 12 mins

Since March 2022, local unit trusts have been able to allocate up to 45% of their portfolios anywhere outside South Africa. The increase in offshore limits i...

Lessons from the winners and losers of the last five years

By Siphesihle Zwane on 30 Aug 2023

Listening time: 47 mins

In conversation with investment analyst Siphesihle Zwane, portfolio manager Jacques Plaut and investment analyst Pieter Koornhof discuss some of the notable...

Peering through the smoke

By Siphesihle Zwane and Varshan Maharaj on 04 May 2023

Reading time: 13 mins

A lot has changed in the tobacco industry in the last decade or so. Despite the changes in what used to be a stable industry, the attractive aspects of tobac...

Banking on green shoots at Nedbank

By Siphesihle Zwane on 26 Apr 2022

Reading time: 7 mins

Siphesihle Zwane discusses the green shoots emerging at Nedbank and explains why they may reward investors who have enough conviction to stay the course.