Sean Munsie

Sean joined Allan Gray as an equity analyst in 2013. He was appointed as a portfolio manager in 2020 and manages portions of the stable, income, interest and balanced fixed interest portfolios. He is also the manager of the optimal portfolios. Sean holds a Bachelor of Commerce (Honours) degree in Accounting from Stellenbosch University. He is a qualified Chartered Accountant and a CFA^® charterholder.

Articles by Sean Munsie

Podcast: Can South African investors continue to count on commodities?

By Sean Munsie on 25 Aug 2022

Listening time: 1 min

In this episode of The Allan Gray Podcast, portfolio managers Sean Munsie and Rory Kutisker-Jacobson and investment analyst Jithen Pillay discuss the cyclica...

Glencore: Investigating the decarbonisation opportunity

By Raine Adams and Sean Munsie on 22 Apr 2021

Reading time: 9 mins

In the midst of COVID-19, governments desperate to break the recessionary cycle are focusing on infrastructure programmes, with an expected uptick in demand...

The Stable Fund at 20

By Sean Munsie on 16 Oct 2020

Reading time: 10 mins

With an allocation to assets such as equities being key to long-term growth, even for more conservative investors, we believe the Allan Gray Stable Fund...

Allan Gray Stable Fund turns 20

By Sean Munsie and Duncan Artus on 01 Sep 2020

Reading time: 7 mins

Over the last two decades, the Allan Gray Stable Fund has built a solid track record through dynamic asset allocation, bottom-up stock-picking and mindful ri...