Stephan Bernard

Stephan joined Allan Gray in 2013 and is an analyst in the Investment team focused on ESG research. Prior to his current role, he was a manager in the Institutional Clients team. Stephan holds a Bachelor of Commerce (Honours) in Actuarial Science from Stellenbosch University and is a qualified actuary.

Articles by Stephan Bernard

How to invest to be crisis ready

By Stephan Bernard on 01 Apr 2022

Reading time: 6 mins

COVID-19 has driven home an important life lesson: Expect (and plan for) the unexpected. When it comes to your finances, this means balancing the need to hav...

An enhanced online experience for institutional investors

By Stephan Bernard and Nadia van der Merwe on 12 Jul 2021

Reading time: 2 mins

In a bid to provide you, as institutional investors and consultants, with the most relevant information and an improved online experience, we have launched a...

Prospects look promising

By Stephan Bernard and Radhesen Naidoo on 12 Oct 2020

Reading time: 8 mins

Disappointing short-term performance has had a dampening effect on longer-term numbers. Looking at similar periods in our history provides useful context and...

Part 4: How to invest to be crisis ready

By Stephan Bernard on 09 Jun 2020

Reading time: 7 mins

COVID-19 has driven home an important life lesson: Expect (and plan for) the unexpected. When it comes to your finances, this means balancing the need to hav...

Stable Fund: Are we meeting our objectives?

By Stephan Bernard and Radhesen Naidoo on 29 Apr 2019

Reading time: 11 mins

The investment environment over the last few years has been particularly challenging, causing the Stable Fund’s return to be more volatile than it has been...

Our approach to portfolio construction

By Stephan Bernard on 08 Apr 2019

Reading time: 3 mins

Our investment approach is simple: We do careful research to identify good value businesses, buy shares when they trade below our assessment of fair value an...