Rory Kutisker-Jacobson

Rory Kutisker-Jacobson

Rory joined Allan Gray as an equity analyst in 2008 and was appointed as a portfolio manager in 2017. 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

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

By Rory Kutisker-Jacobson on 23 Apr 2020

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...

The benefits of being counter-cyclical in a cyclical world

By Rory Kutisker-Jacobson on 24 Oct 2017

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

What is the sweet spot for the oil price?

By Rory Kutisker-Jacobson on 25 Jan 2017

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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