Kamal Govan - Allan Gray

Kamal Govan

Kamal joined Allan Gray as an equity analyst in 2016 after working as a management consultant. He was appointed as a portfolio manager in 2020 and manages a portion of the African equity portfolio. He holds a Bachelor of Accounting Science degree and a Higher Diploma in Accountancy, both from the University of the Witwatersrand. Kamal is a qualified Chartered Accountant and a CFA® charterholder.

Articles by Kamal Govan

Insights category - companies

To have and to hold?

By Kamal Govan on 27 Jan 2021

Reading time: 9 mins

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...


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