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2024 Q4
Paying tribute to Gillian Gray
Gillian Gray passed away at the end of last year, concluding an extraordinary life and an inspiring husband-and-wife partnership forged over six decades. ...
Diamonds in the rough: A look at luxury
The luxury industry is broad – it encompasses everything from fine food and beverages to cars, aeroplanes, boats and fine art. Ultimately, luxury is down to...
Where investors fear to fish
High domestic inflation. Volatile currencies. Foreign languages. Domestic insider advantages. Different cultural, legal and governance practices. Unpredictab...
Orbis: President’s letter 2024
In his annual President’s letter, Adam R. Karr, from our offshore partner, Orbis, pays tribute to Gillian Gray, who passed away in December 2024. He also...
In safe hands with the Allan Gray Balanced Fund
The Allan Gray Balanced Fund launched in October of 1999 with a unit price of R10, offering retail investors access to a diversified, multi-asset class,...
How to keep the lid on lifestyle creep
In recent years, central banks have grappled with curtailing inflation and easing interest rates at a reasonable pace.
2024 Q4 Comments from the Chief Operating Officer
It is with great sadness that I pay tribute to Gillian Gray, who passed away in December. I was fortunate to have spent time...