Allan Gray Quarterly Commentary

2016 Q2 Comments from the Chief Operating Officer

Trust and confidence are especially important for financial markets. Everything that changes hands in financial markets represents a promise of one...

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2016 Q2

Insights categories - Markets and economy

Gold: A history of its price

By Sandy McGregor on 30 Jun 2016

Reading time: 11 mins

Inventories play a significant role in the pricing of commodities: when they are low prices tend to rise, while excessive inventories depress prices. However...

Insights categories - Offshore investing

XPO Logistics: Diversification through owning both shares and bonds

By Ashley Lynn and Matt Adams on 30 Jun 2016

Reading time: 7 mins

Forming contrarian views about the intrinsic value of companies is the core of what we do. In the Orbis Global Balanced Fund, this fundamental company resear...

Insights categories - Investment insights

Investing tutorial: Our approach to value investing

By Wanita Isaacs on 30 Jun 2016

Reading time: 8 mins

Our investment philosophy and process is so much part of our DNA that we forget not all clients are familiar with what we actually do and how we make our...

Insights categories - Corporate citizenship

Allan Gray Orbis Foundation update 2016

By Zimkhitha Peter on 30 Jun 2016

Reading time: 9 mins

Inspired by the Roman aqueducts of old, the Allan Gray Orbis Foundation has spent the last decade developing and fine tuning an entrepreneurial pipeline made...

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