Duncan Artus

Duncan was appointed chief investment officer in 2020. He joined Allan Gray in 2001 and was appointed as a portfolio manager in 2005. He manages a portion of the equity, balanced and stable portfolios. He is also a director of Allan Gray Group Proprietary Limited. Duncan holds an Honours degree in Business Science and a Postgraduate Diploma in Accounting from the University of Cape Town and is a CFA® and CMT® charterholder.

Articles by Duncan Artus

Investing during lockdown and beyond

By Duncan Artus on 25 May 2020

Sometimes in investing, the best thing to do is nothing. In a presentation to advisers and clients via Zoom webinar, Duncan Artus examined the levels and...

COVID-19: Evaluating market risk versus opportunity

By Duncan Artus on 25 Mar 2020

We have managed our portfolios through a range of different crises since 1974. Over the last 20 years, the dotcom collapse in 2001/02, the global financial...

Q&A: Understanding Orbis’ performance and potential

By Duncan Artus and Edward Blain on 28 Oct 2019

Market breadth has been very narrow offshore, with few winners and many losers. Among the losers have been emerging markets and select cyclicals. At the same...

Is it time for equity investors to party like it’s 2002?

By Duncan Artus on 30 Jul 2019

Not quite, says Duncan Artus.

Is it 2002 all over again? Not quite

By Duncan Artus on 29 Jul 2019

Domestically focused shares that are exposed to the local economy have underperformed the overall market. Duncan Artus investigates whether the current...

The dash for cash

By Duncan Artus and Nathan Wridgway on 28 Feb 2019

The end of the calendar year often leads to reflection on how one’s investments have performed. Many savers are questioning the wisdom of investing in South...

The year of payback

By Duncan Artus on 15 Feb 2019

Excess returns from the FTSE/JSE All Share Index (ALSI) relative to cash have disappointed over the last five years, with cash now outperforming, on average....

A volatile quarter for emerging market equity and currency markets

By Duncan Artus on 12 Oct 2018

Emerging market equity and currency markets had a very volatile quarter. Vulnerabilities, both economic and political, are being exposed as global financial...

How to spot investment red flags

By Duncan Artus on 03 Aug 2018

South Africa has been rocked by a series of corporate scandals in recent years that have sent the share prices of former blue-chip companies like Steinhoff a...

Structural challenges to business models

By Duncan Artus and Tim Acker on 15 Jun 2018

At the core of our investment philosophy we look for companies we believe are priced below our estimate of their true worth and sell them when they reach fai...

Are you overly exposed to China?

By Duncan Artus on 13 Jun 2018

As South African investors we are very tuned into the local political and economic risks that we face. But what about the less obvious risks?

Consumption trends in emerging markets: Opportunities and pitfalls

By Duncan Artus and Tamryn Lamb on 23 Nov 2015

Looking to capitalise on the rise of the emerging market consumer? Beware of the potential pitfalls .

The nature of contrarian investing

By Duncan Artus on 31 Dec 2012

The average investor cannot avoid being bullish at market tops and bearish at bottoms. This produces periods of speculation and panic within the normal up an...

Categories

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.