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2011 Q2
Companies
An alternative view of commodity demand and supply
In Quarterly Commentary 1, 2011 Sandy McGregor discussed how high commodity prices are being supported by the mining sector's inability to keep pace with...
Offshore investing
Japan: economic pessimism creates buying opportunities
As bottom-up stock pickers, we believe that great investment opportunities can be found in even the most challenging conditions. Japan is a perfect example....
Corporate citizenship
2011 Q2 Allan Gray Orbis Foundation update
Increasing evidence points to the effect that high-impact individuals can have on an economy. With its focus on growing leaders and entrepreneurs, the Allan...
2011 Q2 Comments from the Chief Operating Officer
We are conservatively positioned in the portfolios that we manage for clients and have been for some time, to the extent that we have discretion to...