Allan Gray has a lot to say about Dis-Chem in South Africa
Allan Gray believes that Dis-Chem is offering investors better value than its largest rival, Clicks.
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Ongewilde aandele kan op die langtermyn beter waarde bied
Pieter Koornhof, portefeuljebestuurder by Allan Gray, verduidelik hoekom dit belangrik is om weg van die skare te beweeg.
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‘Not quite 6%’ fees: How this structure protects investors
A proportion of Allan Gray Orbis performance fees go into a fee reserve – and back to clients in the event of underperformance, meaning the fund manager ‘truly shares’ in any pain as well as the gains. Radhesen Naidoo of Allan Gray tells us more.
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Moet beleggers wins neem ná rekordopbrengste van 2025?
Tim Acker, portefeuljebestuurder by Allan Gray Stable Fund, gesels oor hoe om wins te neem met gebalanseerde fondse.
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Allan Gray | brian andrew | Bureau for Economic Research | Competition Commission | David Shapiro | SAFM Market Update
Ithala starts payments, shipping cartels, and business confidence
This evening, we dive into the latest market movements with Sasfin Wealth, National Treasury provides updates on Ithala Bank as payments begin, we speak to the Competition Commission about an investigation into cartel-like behaviour among eight shipping companies, the Bureau for Economic Research looks at business confidence for the final quarter of 2025, Allan Gray…
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Hotel gains, G20 insights, and valuation opportunities
Southern Sun CEO Marcel von Aulock breaks down the group’s 5% revenue rise and strong domestic performance; Trevor Manuel shares exclusive insights from the B20, saying the G20 remains too important to abandon despite unpredictable member states; Allan Gray’s Pieter Koornhof on valuation-oriented investing; and Lorato Tshenkeng unpacks how strategic communication is shaping media, policy…
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Allan Gray fraud warning for South Africa
Allan Gray has highlighted South Africa’s fraud epidemic, and has provided tips for South Africans to stay safe.
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Allan Gray | Bernard Swanepoel | chris da silva | Discovery Insure | Executive lounge | SAFM Market Update
The ANC’S economic plan, West Pack’s revised model, and Joburg Indaba kicks off
This evening we dive into the latest market movements with Rand Swiss, we speak to Oxford Economics Africa about the feasibility of the ANC’s economic plan, West Pack Lifestyle discusses its move to a franchise model, we look at what this year’s Joburg Indaba aims to achieve, Allan Gray discusses precious metals regaining investor interest,…
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Cautious investing as precious metals regain their allure
Sean Munsie – Portfolio Manager, Allan Gray
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Is South Africa’s 3% inflation target feasible?
Thalia Petousis – Portfolio Manager, Allan Gray