Jacques Plaut

Jacques Plaut

Jacques joined Allan Gray as an equity analyst in 2008 after working as a management consultant. He began managing a portion of the equity and balanced portfolios earmarked for associate portfolio managers in 2013 and was appointed as a portfolio manager in 2015. Jacques holds a Bachelor of Science degree in Mathematics from the University of Cape Town.

Articles by Jacques Plaut

Insights categories - Investment insights

Four contrarian investment questions to ask in 2023

By Jacques Plaut on 22 Feb 2023

Reading time: 6 mins

Jacques Plaut, portfolio manager, shares the four questions investors should consider this year and discusses how the Allan Gray Balanced Fund is positioned ...

Insights categories - Investment insights

Which currency is a good store of value?

By Jacques Plaut on 20 Oct 2022

Reading time: 3 mins

As the US dollar continues to make substantial gains on global currencies, Jacques Plaut, portfolio manager, discusses the factors investors typically consid...

Insights categories - Local investing

Equity Fund update: Investing amid extreme price moves

By Jacques Plaut on 24 Jul 2020

Reading time: 3 mins

The second quarter of 2020 saw further extreme moves in equities. An intraday price move of 20% is a rare event, especially for a large company. In the month...

Insights category - companies

An opportunity in television?

By Jacques Plaut on 29 Apr 2019

Reading time: 8 mins

The Top 40 got a new member this quarter when MultiChoice was unbundled from Naspers. MultiChoice owns the dominant pay-TV business in South Africa, DStv, wi...

Insights categories - Investment insights

The value of bitcoin

By Jacques Plaut on 24 Oct 2017

Reading time: 10 mins

The total market value of all bitcoins is US$80bn, which is more than the value of Richemont and triple the value of Anglo American. It is the topic on which...


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