Rory Kutisker-Jacobson

Rory Kutisker-Jacobson

Rory joined Allan Gray as an equity analyst in 2008. He was appointed as a portfolio manager in 2017 and manages a portion of the equity, balanced, frontier markets equity and African equity portfolios. He holds a Bachelor of Business Science degree in Economics and Finance from the University of Cape Town and is a CFA® charterholder.

Articles by Rory Kutisker-Jacobson

Insights categories - Offshore investing

Geopolitical factors trigger concerns about Georgia

By Rory Kutisker-Jacobson on 15 Jul 2024

Reading time: 4 mins

Frontier markets, like Georgia, offer investors exposure to a range of sectors and opportunities that are not available in more developed markets, however,...

Insights categories - Local investing

Finding value in a depressed earnings environment

By Rory Kutisker-Jacobson on 22 Apr 2024

Reading time: 6 mins

After a disappointing decade, many are wondering whether the JSE still offers long-term value for patient investors. Rory Kutisker-Jacobson discusses the...

Insights categories - Local investing

The key lesson from 2023: Uncertainty is ever-present

By Rory Kutisker-Jacobson on 29 Jan 2024

Reading time: 6 mins

Rory Kutisker-Jacobson takes stock of the key local and global market events of 2023 and highlights some of the themes that are likely to shape the year ahea...

Insights categories - Offshore investing

Are we entering a global stockpicker’s paradise?

By Rory Kutisker-Jacobson on 02 Jun 2023

Listening time: 40 mins

In conversation with portfolio manager Rory Kutisker-Jacobson, Matthew Spencer from our offshore partner, Orbis, explains why the Investment team believes th...

Insights categories - Offshore investing

Podcast: Do old investment truths still hold in the current global environment?

By Rory Kutisker-Jacobson on 30 Sep 2022

Listening time: 42 mins

In the latest episode of The Allan Gray Podcast, hosted by Allan Gray portfolio manager Rory Kutisker-Jacobson, Dan Brocklebank, head of Orbis UK, reflects o...

Insights categories - Local investing

It’s the price you pay that matters

By Rory Kutisker-Jacobson on 21 Oct 2021

Viewing time: 4 mins

As investors we shouldn’t pretend we operate in a vacuum that is nicely insulated from the prevailing macroeconomic and political trends. However, it is...

Insights categories - Local investing

Balancing risk and opportunity

By Rory Kutisker-Jacobson on 25 Nov 2020

Viewing time: 26 mins

When it comes to investing, the single most important variable is the price you pay. Sentiment can drive valuations to extremes, and even great companies can...

Insights categories - Markets and economy

Searching for value amid Africa’s disappointing equity returns

By Rory Kutisker-Jacobson on 11 Aug 2020

Reading time: 5 mins

International equity markets have recovered sharply from the March lows, however African markets made only a modest recovery. As the continent’s leaders face...

Insights categories - Markets and economy

COVID-19: Is there long-term value in frontier markets?

By Rory Kutisker-Jacobson on 23 Apr 2020

Reading time: 6 mins

At the time of publication, roughly one-third of the world’s population is living under lockdown regulations as a result of the COVID-19 pandemic. In many...

Insights category - companies

The benefits of being counter-cyclical in a cyclical world

By Rory Kutisker-Jacobson on 24 Oct 2017

Reading time: 13 mins

“Prediction is very difficult, especially about the future.” – Niels Bohr. In cyclical industries, understanding where we  are in the cycle and acting...

Insights categories - Markets and economy

What is the sweet spot for the oil price?

By Rory Kutisker-Jacobson on 25 Jan 2017

Listening time: 20 mins

In the face of an OPEC oil production cut, shale producer activity and US President Donald Trump proposing various far-reaching changes what can we expect fr...

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