Articles tagged as "Q3 Commentary 2026"
Stable Fund: Resilient through uncertainty
A more challenging market environment has highlighted the importance of portfolio resilience. Sean Munsie explains how the Allan Gray Stable Fund has benefit...
Orbis Optimal SA: Sifting for AI opportunities
The market’s broad classification of artificial intelligence winners and losers has left some good businesses overlooked. Maurits Ovaa from our offshore...
Balanced Fund: Finding value in a divided market
A difficult local market has created opportunities in a handful South African companies, while offshore diversification continues to provide resilience. Tim...
Equity Fund: When froth gives way to value
The Allan Gray Equity Fund has delivered strong relative performance this year despite a weak local equity market. Rory Kutisker-Jacobson explains where the...
Orbis Global Equity: The overlooked value of predictability
In a more volatile world, the assets that keep societies functioning under stress are becoming increasingly valuable. Graeme Forster from our offshore partne...
Africa ex-SA Equity Fund: Investing in Africa and why the source of returns matters
The Allan Gray Africa ex-SA Equity Fund has benefited from strong performance across several of its holdings this year. Kamal Govan explains what has driven...
