Quarterly

Quarterly Commentary

View the latest commentary from our analysts who share the latest updates on our Funds, the market and the shares we hold. Includes a list of Fund holdings.

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Fact Sheet

Fact Sheets

 

The latest performance and holdings information for our Funds can be viewed below.

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About

Corporate Brochure

Learn more about Allan Gray, our investment philosophy, process, team and products.

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Quarterly

Equity Fund Brochure

Advisers can learn more about the Allan Gray Australia Equity Fund.

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Balanced Fund Brochure

Advisers can learn more about the Allan Gray Australia Balanced Fund.

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Stable Fund Brochure

Advisers can learn more about the Allan Gray Australia Stable Fund.

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Quarterly

Contrarian Investing

While not well known in Australia, contrarian investing has a long history and some notable advocates. Read our guide to learn more.

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Quarterly

Portfolio Construction

Learn how we decide how much to allocate to each stock in our portfolios.

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Quarterly

Four Key Principles for Manager Selection

We believe there are four key principles that play a vital role in investment outcomes. Read our white paper to learn more.
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Quarterly

FPA Special Contrarian Investing Supplement

What exactly is contrarian investing, and how should financial planners consider this approach when constructing portfolios for clients? Published by the FPA.

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Quarterly

Financial Standard

Guide to Contrarian Investing published by Financial Standard.

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Fact Sheets

Equity Fund Class A

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Equity Fund Class B

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Balanced Fund

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Stable Fund

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Fact Sheets for South African Investors

Equity Fund Class A

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Equity Fund Class B

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Balanced Fund

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Stable Fund

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Archives

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Fund Fact Sheets

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