If you missed our Allan Gray Live webinar that was live streamed on 19 July 2023, you can now watch the on-demand version at your leisure. During the webinar, we spoke with Alec Cutler, the Portfolio Manager of the Orbis Global Balanced Strategy, along with Simon Mawhinney, our MD, CIO and Portfolio Manager of the Allan Gray Australia Balanced Fund.
We unpacked the Allan Gray Australia Balanced Fund and showed viewers how we select investments, our portfolio construction methods, and where we are currently seeing opportunities. Our Investment Specialist, Chris Hestelow, and Simon also reviewed the Allan Gray Funds’ performance over the last quarter and how the portfolios are positioned. If you are unable to see the slides clearly in the video, you can download them here.
Please note that the original webinar contained errors on slide 14 which have since been corrected in this recording and the accompanying PDF.
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Equity Trustees Limited ABN 46 004 031 298, AFSL No. 240975 is the issuer of units in the Allan Gray Australia managed investment funds (Allan Gray Funds) and units in the Orbis Global managed investment funds domiciled in Australia (Orbis Funds).
Past performance is not a reliable indicator of future performance. There are risks involved with investing and the value of your investments may fall as well as rise. This represents Allan Gray Australia Pty Limited and Orbis Investment Advisory Pty Limited’s view at a point in time and may provide reasoning or rationale on why we bought or sold a particular security for the Allan Gray or Orbis Funds or our clients. We may take the opposite view/position from that stated, as our view may change. This article constitutes general advice or information only and not personal financial product, tax, legal, or investment advice. It does not take into account the specific investment objectives, financial situation or individual needs of any particular person and may not be appropriate for you. Before deciding to acquire an interest in the Allan Gray or Orbis Funds, or before making any other investment decision, please read the relevant disclosure document available on this website. We have tried to ensure that the information here is accurate in all material respects, but cannot guarantee that it is. Target Market Determinations (TMDs) for the Allan Gray products can be found at
allangray.com.au/PDS-TMD-documents,
while TMDs for the Orbis Funds can be found at www.orbis.com.au on the 'Forms' page under 'How to Invest'. Each TMD sets out who an investment in the relevant Allan Gray or Orbis product might be appropriate for and the circumstances that trigger a review of the TMD.
You should consider such funds’ Product Disclosure Statement (PDS) or Information Memorandum (IM), as applicable, before acquiring or disposing units in such funds’. The PDS or IM can be obtained from www.orbis.com.au and www.allangray.com.au.