Allan Gray Quarterly Commentary

2010 Q3 Comments from the Chief Operating Officer

In past issues we have highlighted the potential gap between a unit trust's returns and the returns achieved by the average investor in that fund. A...

Read more

2010 Q3

Insights category - companies

You win some...

By Delphine Govender on 30 Sep 2010

Reading time: 11 mins

Building and managing a portfolio of investments inevitably includes shares that will prove to be winners but also those that will fail to deliver on their...

Insights categories - Offshore investing

When is bad news good news?

By Chris du Toit and Tamryn Lamb on 30 Sep 2010

Reading time: 8 mins

As contrarian investors we are always on the lookout for shares that we can buy at a significantly lower price than we believe they are worth. Thus, with ban...

Insights categories - Markets and economy

Deflation

By Sandy McGregor on 30 Sep 2010

Reading time: 8 mins

It seems the world may divide into two distinct camps: the mature economies gripped by deflation and stagnation, and the emerging markets, which continue to...

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.