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2019 Q4
Allan's legacy: Investment thinking
Our founder, Allan Gray, developed the distinctive investment philosophy that has been in place since Allan Gray and Orbis were founded. He also had an...
Inflation
Inflation is a phenomenon of great importance to investors. It is subject to intense scrutiny but is not well understood. Sandy McGregor offers his perspecti...
Should you invest in bonds?
The recent performance of South African bonds – which have outperformed cash and equities over three and five years – has prompted investors to ask whether...
Orbis: Well positioned for the challenges that lie ahead
In his annual president’s letter, William Gray, from our offshore partner, Orbis, pays tribute to his father and reviews Orbis’ performance and prospects.
Beware of recency bias when making investment decisions
Over the past year, we have seen local investments streaming towards bonds and cash – the top-performing asset classes for most of 2019. Are investors chasin...
Make the most of your tax benefits
The South African Revenue Service (SARS) has put several tax incentives in place to encourage us to save more for our retirement and other long-term goals. Y...
Allan Gray Orbis Foundation update: leaving a legacy
American leadership coach Peter Strople once commented: “Legacy is not leaving something for people. It’s leaving something in people.” This quote resonates...
2019 Q4 Comments from the Chief Operating Officer
This issue of our Quarterly Commentary is dedicated to our founder, Allan William Buchanan Gray, who sadly passed away in November. He lived a life...