Mahesh Cooper - Allan Gray

2022 Q4 Comments from the Chief Operating Officer

By Mahesh Cooper

Instability hit the world with renewed force in 2022. All this uncertainty reminds me of Hyman Minsky’s quote: “Stability leads to instability...

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2022 Q4

Insights category - companies
Companies

AB InBev: The king of beer

By Jithen Pillay on 31 Jan 2023

Reading time: 9 mins

The market has several concerns about brewer Anheuser-Busch InBev which are currently weighing on its share price. We believe the company’s fundamentals are...

Insights categories - Offshore investing
Offshore investing

Orbis: President’s letter 2022

By Adam R. Karr on 31 Jan 2023

Reading time: 12 mins

In his president’s letter, Adam Karr, from our offshore partner, Orbis, reflects on the actions that he and the team took during 2022 to ensure they delivere...

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Insights category - companies

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Local investing

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Offshore investing

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Personal investing

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Investment insights

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Corporate citizenship

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ESG

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