Article

Markets & economy

Q&A with portfolio managers from Allan Gray and Orbis 2021

Tamryn Lamb

- 26 May 2021

The global recovery is underway as markets rebound from their March 2020 lows, but the current pandemic is far from over, leaving many investors questioning what the future holds. During a recent investment update, Tamryn Lamb, head of Retail Distribution at Allan Gray, hosted a Q&A panel discussion with Allan Gray’s chief investment officer, Duncan Artus, Allan Gray portfolio manager, Londa Nxumalo, and Edward Blain, portfolio manager at our offshore partner, Orbis. Watch the 51-minute video below for our investment teams’ answers to a range of topical questions.

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AB InBev Amazon British American Tobacco ESG Government debt Inflation Naspers Netflix Rand Remgro Tencent

Tamryn Lamb

Tamryn is the head of Retail. She joined Orbis in London in 2006 as an investment analyst, covering European equities. After spending several years in both investment and client-facing roles, she joined Allan Gray in the Institutional Clients team in 2013 and assumed joint responsibility for that team in 2016. She became the head of Retail Distribution in 2018, a role which she held until August 2022. Tamryn holds a Bachelor of Business Science degree from the University of Cape Town and is a qualified Chartered Accountant and CFA^® charterholder.

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