Mahesh Cooper - Allan Gray

2024 Q2 Comments from the Chief Operating Officer

Much has changed over this quarter. We have a government of national unity, and there is an air of cautious optimism prevailing. We are not the only...

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2024 Q2

Insights categories - Local investing

How we balance the upside-downside risk in South African equities

By Duncan Artus on 08 Aug 2024

Reading time: 7 mins

We often write about large individual equity positions in our portfolios, but this quarter, Duncan Artus focuses on the opportunities and risks in “SA Inc” –...

Insights categories - ESG

Unveiling the layers of executive remuneration in mining companies

By Nicole Hamman on 08 Aug 2024

Reading time: 12 mins

As active managers who seek to understand businesses, we take a keen interest in how companies are governed and the impact they have on society.

Insights categories - Offshore investing

An offshore solution for the more cautious investor: introducing Orbis Global Cautious

By Nshalati Hlungwane on 08 Aug 2024

Reading time: 7 mins

We are pleased to introduce the Orbis SICAV Global Cautious Fund, which, as Nshalati Hlungwane discusses, meets the needs of more conservative investors...

Insights categories - Offshore investing

Back to the future: Why studios are betting on the box office

By Jeffrey Miyamoto on 08 Aug 2024

Reading time: 9 mins

While many continue to doubt the viability of theatrical exhibition, viewing it as another legacy business that will crumble before the rising tide of...

Insights categories - Retirement

Two-pot: Enabling better retirements – for those who avoid the risks

By Shaun Duddy on 08 Aug 2024

Reading time: 20 mins

The two-pot retirement system, which is set to be implemented on 1 September 2024, has been designed to improve retirement outcomes for South Africans by...

Insights categories - Retirement

Two-pot: Your burning questions answered

By Lydia Fourie on 08 Aug 2024

Reading time: 15 mins

With the new two-pot retirement system set to be implemented on 1 September 2024, many retirement fund members are wondering what the new legislation entails...

Insights categories - Retirement

The importance of an emergency fund in the two-pot era (updated)

By Tebogo Marite on 02 Sep 2024

Reading time: 8 mins

For a long time, the retirement savings industry has observed how many South Africans have struggled to balance accumulating and preserving their long-term...

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