Blog Archives

The More Things Change, the More They Stay the Same – 2007 versus Today

Exploring how current markets are mirroring those around the peak of 2007 – but with critical differences.

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Not a case of active versus passive

Despite being a moot point, the active versus passive investment debate resurfaces regularly.

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How ‘active’ is your manager?

Investors with Allan Gray will know that Allan Gray follow a valuation-based investment philosophy. At the same time, Allan Gray are not afraid of investing contrary to their peers and they do not mind looking different to the benchmark.

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The active versus passive debate

Over the last few years passive funds have significantly increased their share of global assets under management. I have tried to stay out of the active versus passive debate, but have had so many questions from clients on this topic of late that the time has come for me to give my ‘two cents’ and try to debunk a few myths.

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The search for inflation beating returns

The search for inflation beating returns.

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Investing in the Face of Uncertainty

Exploring the concept of uncertainty and why investors should devise a robust investment strategy.

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Passive Debate – You Need Both

Over the years there has been a significant amount of global research on active versus passive investing with an overarching conclusion that both investment approaches have their strengths and weaknesses.

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The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.