Allan Gray

Est. 1973
1,001-5,000 employees Financial Services

About Allan Gray

We are Africa’s largest privately-owned and independent investment management company. We are focused on generating long-term wealth for our clients who include individuals, retirement funds, insurers, trusts, companies and foundations. They invest through our focused range of unit trusts, retirement products and life insurance investment pools or in segregated portfolios.

Our employees are our most important differentiator; we invest in them for the long term. We have over 1 200 employees spread across our Cape Town headquarters, Johannesburg, Pretoria and Durban offices. We also have offices in Windhoek, Namibia, and Gaborone, Botswana.

Allan Gray Proprietary Limited is an authorised financial services provider.

539 results found

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A changing world
  • 03 Aug 2026

Analysis of 2016 political shocks and their economic implications, examining secular stagnation, monetary policy failures, regulatory impacts, and prospects for government spending and deregulation...

By Allan Gray In Macro
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Orbis Global Balanced Fund: Balancing risk and reward
  • 29 Jul 2026

Orbis launches Global Balanced Fund, a multi-asset strategy blending equities and fixed income to deliver capital appreciation with lower volatility than equity-only funds, using bottom-up fundamen...

By Allan Gray In Portfolio Construction, Fixed Income, Equities
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2026 Q2 Comments from the Chief Operating Officer
  • 23 Jul 2026

Quarterly commentary on unit trusts, investment philosophy, and asset classes including bonds, precious metals, and retirement planning from Allan Gray.

By Allan Gray In Portfolio Construction, Fixed Income, Commodities, Wealth Practice
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Managing risk in bullish markets
  • 23 Jul 2026

Jeff Tshikhudo analyzes precious metal share price movements, valuations, and risks for long-term investors. Allan Gray maintains disciplined exposure to precious metals while avoiding permanent ca...

By Allan Gray In Commodities, Portfolio Construction
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Developed market government borrowing costs are at a 20-year flashpoint
  • 23 Jul 2026

Analysis of developed market sovereign debt crises, fiscal deficits, and their implications for bond investors. Examines why governments have accumulated record debt levels and compares performance...

By Allan Gray In Fixed Income, Emerging Markets
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Your retirement, your choices: Making sense of the options
  • 23 Jul 2026

Guide on retirement investing principles, accumulation phase strategies, and retirement income decisions including cash withdrawals, living annuities, and guaranteed life annuities for South Africa...

By Allan Gray In Wealth Practice, Emerging Markets
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Orbis Global Cautious: A disciplined approach to risk and return
  • 23 Jul 2026

Mark Dunley-Owen explains how Orbis Global Cautious Fund balances risk and return through valuation-driven stock selection, cautious bond positioning, hedging, and gold allocation while maintaining...

By Allan Gray In Equities, Fixed Income, Portfolio Construction, Commodities
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Long-term investing in a short-term world
  • 23 Jul 2026

Guide to navigating market uncertainty through long-term investing discipline. Uses Allan Gray Balanced Fund performance over 25 years to illustrate how staying invested, diversifying across asset...

By Allan Gray In Portfolio Construction, Equities
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Woolworths: Value investing in action
  • 22 Jul 2026

Allan Gray illustrates its value investing approach through Woolworths case study, showing how disciplined contrarian investing and fair value analysis can guide long-term portfolio decisions acros...

By Allan Gray In Equities, Portfolio Construction
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Finding value in an over-valued world
  • 21 Jul 2026

Orbis investment analysis comparing valuations of cyclical vs defensive shares, focusing on autos and consumer staples sectors. Examines Honda vs Tesla and battery opportunities in electric vehicle...

By Allan Gray In Equities, Thematic / Megatrends, Commodities, Sustainability
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Orbis Global Balanced: The value of patient research
  • 13 Jul 2026

Alec Cutler from Orbis illustrates how fundamental research and disciplined portfolio management uncovered opportunities in Irish banks BoI and AIB, demonstrating long-term value investing despite...

By Allan Gray In Portfolio Construction, Industry, Equities
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Orbis Optimal SA: Value in Japan’s overlooked companies
  • 13 Jul 2026

Alex Bowles from Orbis discusses how the Orbis Optimal SA Fund identifies opportunities in overlooked Japanese companies as AI enthusiasm concentrates investor attention on a narrow set of stocks,...

By Allan Gray In Equities, Macro, Thematic / Megatrends
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Orbis Emerging Markets Equity: Emerging markets increasingly have a concentration problem
  • 10 Jul 2026

Stefan Sommerville from Orbis examines concentration risk in emerging market indices, particularly in semiconductors and AI. The Orbis Emerging Markets Strategy seeks genuine diversification throug...

By Allan Gray In Emerging Markets, Equities, Indexing / Passive, Thematic / Megatrends, Portfolio Construction
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Balanced Fund: Building quality through market volatility
  • 10 Jul 2026

Duncan Artus discusses Allan Gray Balanced Fund's navigation of market volatility, positioning in high-quality businesses, and indirect AI benefits. YTD return 4.4%, outperforming benchmark by 3.8%...

By Allan Gray In Thematic / Megatrends, Commodities
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Orbis Japan Equity: Finding opportunity beyond the AI trade
  • 10 Jul 2026

Analysis of Japan's narrow equity market dominated by AI-related stocks. Orbis discusses their Japan Equity Strategy positioning, focusing on high-quality businesses at attractive valuations beyond...

By Allan Gray In Macro, Thematic / Megatrends, Equities
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Orbis Global Equity: Finding the needles in the hay
  • 10 Jul 2026

Adam Karr from Orbis explains the Global Equity Fund's AI investment strategy, focusing on businesses that use AI to strengthen competitive positions rather than simply benefit from the theme, iden...

By Allan Gray In Equities, Thematic / Megatrends
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Stable Fund: A tale of two market narratives
  • 10 Jul 2026

Sean Munsie discusses how geopolitical tensions, interest-rate shifts, and AI enthusiasm influenced the Allan Gray Stable Fund's positioning and performance in H1 2026.

By Allan Gray In Thematic / Megatrends
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Equity Fund: Finding value beyond precious metals
  • 10 Jul 2026

Tim Acker discusses Allan Gray Equity Fund's navigation of volatile H1 2026, emphasizing diversification, underweight positioning in resources, rotation into SA Inc. shares, and offshore AI exposur...

By Allan Gray In Equities, Commodities, Portfolio Construction, Thematic / Megatrends
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A durable strategy for life and wealth creation
  • 08 Jul 2026

Explores enduring investment principles including financial planning, early contributions, consistent investing, and staying invested through market cycles. Emphasizes behavioral discipline and pro...

By Allan Gray In Industry
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Frontier Markets Equity Fund: Separating value from value traps in frontier markets
  • 07 Jul 2026

Rory Kutisker-Jacobson discusses valuation-driven investing in frontier markets, highlighting how market volatility creates opportunities. Features analysis of Indonesian equities and Indofood Suks...

By Allan Gray In Emerging Markets, Equities
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