Articles tagged as "ALSI"
Managing risk in bullish markets
At Allan Gray, we base investment decisions on our assessment of the long-term economics of each underlying business and the risk of permanent capital loss....
Long-term investing in a short-term world
A long-term mindset is essential to successful investing, but staying invested through difficult periods is not always easy. Investors do not only experience...
Balanced Fund: Building quality through market volatility
In this fund commentary, Duncan Artus discusses how the Allan Gray Balanced Fund has navigated a period of heightened market volatility and increasingly...
AB InBev: Catching up over a beer
Jithen Pillay outlines the reasons behind the relative underperformance of Anheuser-Busch InBev (ABI), implications for the company’s prospects, and our late...
Interrogating the opportunity in South Africa
Market dislocations in the wake of the COVID-19 pandemic have presented attractive opportunities for investors. The JSE is a good case in point. Presenting...
Positioning our portfolios for growth beyond COVID-19
The speed at which the financial market swings from despair to elation is astounding. The past few months have seen no shortage of mood swings as investors...
A matter of index
When evaluating an investment, performance is often top of mind for would-be investors. The next consideration should be how well the investment stacks up...
Is your portfolio overly concentrated?
South Africa has a relatively small equities market with a handful of dominant shares, spread across a few sectors, which are available to invest in. This...
