Ruan Stander

Ruan Stander

Ruan joined Allan Gray as an equity and quantitative analyst in 2008 and left the company in 2021. He began managing a portion of the equity and balanced portfolios earmarked for associate portfolio managers in 2013 and was appointed as portfolio manager in 2015. He also managed the optimal portfolios. Ruan holds a Bachelor of Science (Honours) degree in Actuarial Mathematics from the University of Pretoria. He is an FRM® and a qualified actuary.

Articles by Ruan Stander

Naspers: It simply doesn’t add up

By Ruan Stander and Stefan Magnusson on 16 Oct 2020

The discount between Naspers’ share price and the value of its underlying assets has widened further and now looks quite extreme. Being a large holding in bo...

Equity Fund update: Taking a look at British American Tobacco

By Ruan Stander on 08 Feb 2019

2018 was a disappointing year for South African equity investors, with the FTSE/ JSE All Share Index returning -9%. The good news is that based on our resear...

An investment case for Naspers

By Ruan Stander on 17 Oct 2018

As at 30 September 2018, Naspers made up 18.2% of the JSE. Whether you are for or against the stock, adequate time needs to be devoted to considering the...

Equity Fund update: Volatility presents opportunity

By Ruan Stander on 25 Jul 2016

The economic outlook deteriorated during the second quarter, exacerbated by the British referendum. Although the market’s perception of near-term headwinds m...

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