JUST LAUNCHED: Priming Portfolios - Outlooks 2025 Edition

Allan Gray Proprietary Limited

since 1973
  • 1,001-5,000 employees
  • Financial Services

Allan Gray Proprietary Limited

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.

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Tariffs: The stealth tax
  • 13 days ago

On 2 April, President Donald Trump took the market by surprise with the size and extent of the tariffs on US imports he implemented via a presidential order....

By Allan Gray Proprietary Limited In Macro
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Shifting sentiment highlights the importance of careful stock selection
  • 14 days ago

In this commentary, written on 31 March 2025, portfolio manager Tim Acker discusses the performance and positioning of the Allan Gray Equity Fund during the...

By Allan Gray Proprietary Limited In Portfolio Construction, Equities
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Defensively positioned to navigate challenges
  • 16 days ago

The Allan Gray Stable Fund aims to preserve investors’ capital over any two-year period and deliver above-inflation returns over the long term. In light of t...

By Allan Gray Proprietary Limited In Macro
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Finding value in Southeast Asia’s frontier markets
  • 16 days ago

Global investors continue to shy away from frontier markets in their numbers, leaving a number of undervalued, attractive ideas for those who are willing to ...

By Allan Gray Proprietary Limited In Equities, Emerging Markets
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Earning more, taking home less: The hidden tax hike in this year’s budget
  • 17 days ago

For the second year in a row, Treasury has left personal income tax brackets and rebates unchanged – effectively handing South Africans a stealth tax in this...

By Allan Gray Proprietary Limited In Macro, Fixed Income
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Earning more, taking home less: The hidden tax hike in this year’s Budget
  • 17 days ago

For the second year in a row, Treasury has left personal income tax brackets and rebates unchanged – effectively handing South Africans a stealth tax in this...

By Allan Gray Proprietary Limited In Macro, Fixed Income
Read More 
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Investing responsibly in a rapidly changing world
  • 27 days ago

Our 2024 Stewardship Report marks the 10th edition that Allan Gray has published for our clients. However, we have had a strong focus on exercising our...

By Allan Gray Proprietary Limited
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The growing gap: financial statements versus remuneration reports
  • 27 days ago

In 2017, the Johannesburg Stock Exchange (JSE) introduced a requirement for annual advisory resolutions on executive remuneration to be tabled. This has plac...

By Allan Gray Proprietary Limited In Equities, Industry
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2025 Budget highlights
  • 29 days ago

While much of the attention in the 2025 Budget was on Finance Minister Enoch Godongwana’s contentious proposal to increase value-added tax (VAT), there were...

By Allan Gray Proprietary Limited In Macro, Equities
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