Siphesihle Zwane

Siphesihle joined Allan Gray in 2017 as an analyst in the Investment team. He was appointed as a portfolio manager in December 2023 and currently manages portions of the institutional domestic equity mandates and the SA equity portfolio. Siphesihle holds a Bachelor of Commerce degree in Economics and Finance and an Honours degree in Economics, both from the University of Cape Town.

Articles by Siphesihle Zwane

Insights category - companies

Disney: The value of strong intellectual property in a changing world

By Duncan Artus and Siphesihle Zwane on 02 May 2024

Reading time: 12 mins

Since March 2022, local unit trusts have been able to allocate up to 45% of their portfolios anywhere outside South Africa. The increase in offshore limits i...

Insights categories - Local investing

Lessons from the winners and losers of the last five years

By Siphesihle Zwane on 30 Aug 2023

Listening time: 47 mins

In conversation with investment analyst Siphesihle Zwane, portfolio manager Jacques Plaut and investment analyst Pieter Koornhof discuss some of the notable...

Insights category - companies

Peering through the smoke

By Siphesihle Zwane and Varshan Maharaj on 04 May 2023

Reading time: 13 mins

A lot has changed in the tobacco industry in the last decade or so. Despite the changes in what used to be a stable industry, the attractive aspects of tobac...

Insights category - companies

Banking on green shoots at Nedbank

By Siphesihle Zwane on 26 Apr 2022

Reading time: 7 mins

Siphesihle Zwane discusses the green shoots emerging at Nedbank and explains why they may reward investors who have enough conviction to stay the course.

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