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2020 Q4
Markets & economy
America as seen from afar
The United States is of critical importance to all investors regardless of where they are domiciled. It is the world’s largest economy, the powerhouse of...
Companies
To have and to hold?
If the value associated with a holding company is less than the sum of its parts, is it a worthwhile investment? Kamal Govan looks at the drivers of holding...
Offshore investing
Orbis: President's letter 2020
In his annual president's letter, William Gray, from our offshore partner, Orbis, reflects on a difficult year and reaffirms his conviction in the team's...
Corporate citizenship
Allan Gray Orbis Foundation: Fostering resilience
There are many things 2020 will be remembered for – most of them less than pleasant. But for Yogavelli Nambiar, from the Allan Gray Orbis Foundation, the pas...
2020 Q4 Comments from the Chief Operating Officer
There seem to be fewer articles in mainstream media this year encouraging people to set goals for the year ahead. With COVID-19 prevailing, it...