Tim Acker

Tim joined Allan Gray as an equity analyst in 2013 after working in academia and completing his articles. He was appointed as a portfolio manager in 2020 and manages a portion of the equity, balanced and stable portfolios. Tim holds a Master of Accounting degree, specialising in Taxation, from Stellenbosch University. He is a qualified Chartered Accountant and a CFA^® charterholder.

Articles by Tim Acker

Do local banks offer value in an inflationary world?

By Tim Acker on 08 Dec 2022

Listening time: 48 mins

In the current period of high global inflation and slowing economic activity, how will the local banking sector fare? Are there still long-term opportunities...

What has gone wrong with Naspers?

By Tim Acker on 26 Apr 2022

Reading time: 12 mins

For many years, Naspers was the star performer of the South African stock market. The onset of COVID-19 drove the Naspers and Tencent share prices to new...

Balanced Fund: Perspectives and positioning

By Tim Acker on 10 Feb 2021

Viewing time: 45 mins

In a recent webinar, Portfolio Manager Tim Acker discussed the investment environment and looked at how the Allan Gray Balanced Fund is positioned to take...

Balanced Fund: Optionality, the most unappreciated asset

By Tim Acker on 10 Feb 2021

Reading time: 5 mins

One of the most unappreciated assets in a portfolio is optionality – the ability to take advantage of market disparity and to move between and within asset...

Structural challenges to business models

By Duncan Artus and Tim Acker on 15 Jun 2018

Reading time: 4 mins

At the core of our investment philosophy we look for companies we believe are priced below our estimate of their true worth and sell them when they reach fai...