Rob Formby
Quarterly Commentary

2019 Q4 Comments from the Chief Operating Officer

This issue of our Quarterly Commentary is dedicated to our founder, Allan William Buchanan Gray, who sadly passed away in November. He lived a life...

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Allan's legacy: Investment thinking

By Allan Gray on 29 Jan 2020

reading time: 19 mins

Our founder, Allan Gray, developed the distinctive investment philosophy that has been in place since Allan Gray and Orbis were founded. He also had an...

Inflation

By Sandy McGregor on 29 Jan 2020

reading time: 15 mins

Inflation is a phenomenon of great importance to investors. It is subject to intense scrutiny but is not well understood. Sandy McGregor offers his perspecti...

Should you invest in bonds?

By Londa Nxumalo on 29 Jan 2020

reading time: 7 mins

The recent performance of South African bonds – which have outperformed cash and equities over three and five years – has prompted investors to ask whether...

Orbis: Well positioned for the challenges that lie ahead

By William Gray on 29 Jan 2020

reading time: 5 mins

In his annual president’s letter, William Gray, from our offshore partner, Orbis, pays tribute to his father and reviews Orbis’ performance and prospects.

Beware of recency bias when making investment decisions

By Beatri Faul on 29 Jan 2020

reading time: 9 mins

Over the past year, we have seen local investments streaming towards bonds and cash – the top-performing asset classes for most of 2019. Are investors chasin...

Make the most of your tax benefits

By Carla Rossouw on 29 Jan 2020

reading time: 2 mins

The South African Revenue Service (SARS) has put several tax incentives in place to encourage us to save more for our retirement and other long-term goals. Y...

Allan Gray Orbis Foundation update: leaving a legacy

By Yogavelli Nambiar on 29 Jan 2020

reading time: 6 mins

American leadership coach Peter Strople once commented: “Legacy is not leaving something for people. It’s leaving something in people.” This quote resonates...

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