allan gray

Allan Gray’s Chris Hestelow explains how concentration, valuation blindness and momentum are distorting markets - and what to do about it.

Allan Gray's Simon Mawhinney explains the virtues of being a patient investor, particularly when the immediate evidence is less than ideal.

One fund manager has taken out the top three spots for its stellar performance in 2022, despite the volatility and sell-offs of the year.

COVID-19 has wreaked havoc on all our lives and parents in particular have found it challenging. With childcare centres shutting early in the piece, parents were not...

The current market has created some crazy moments lately. Profitability, for example, is one metric that seems to have been thrown out the window. It’s a puzzle that...

If there’s one thing to say about this market, it’s that investors appear happy to leave the unloved sectors ¬alone. Take oil, for example. The oil price is currently...

Since the start of 2020, the S&P/ASX 200 has lost a quarter of its value; while the Financials and Energy sub-sectors have fared even worse with declines of 30% and...

It’s often said that good investing is a matter of waiting to see the opportunity, acting decisively when the time comes and then being brave enough to hold your nerve...

In our 2020 Outlook Series, Simon Mawhinney of Allan Gray called it correctly with this idiom: “It’s the bus you don’t see that hits you”. While this is an apt...

Going against the herd with every investment you make is extremely tough mentally. By nature, people tend to conform. One of the ways people make decisions is to look...