Allan Gray Quarterly Commentary

2012 Q4 Comments from the Chief Operating Officer

The Allan Gray group exists to make money for our clients. This is a good objective. Mostly our clients are regular people with everyday goals: to retire...

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2012 Q4

Insights categories - Investment insights

Building an investment team that thrives (not just survives) on generational transition

By Ian Liddle on 31 Dec 2012

Reading time: 8 mins

We aim to provide you with benchmark-beating investment returns for at least the next 100 years. But we can succeed in this ambition only for as long as we a...

Insights categories - Markets and economy

The nature of contrarian investing

By Duncan Artus on 31 Dec 2012

Reading time: 7 mins

The average investor cannot avoid being bullish at market tops and bearish at bottoms. This produces periods of speculation and panic within the normal up an...

Insights categories - Offshore investing

Drilling into the detail of oil and gas investments

By Dan Brocklebank on 31 Dec 2012

Reading time: 11 mins

At first glance, the Orbis Global Equity Fund's exposure to Oil & Gas; Gas stocks appears to be similar to that of its benchmark. At December 2012, about 9% ...

Insights categories - Corporate citizenship

2012 Q4 Allan Gray Orbis Foundation update

By Margie Worthington-Smith on 31 Dec 2012

Reading time: 9 mins

2012 was a significant milestone in the journey of the Allan Gray Orbis Foundation, giving a glimpse of the end in mind. The long road towards high-impact...

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