Podcast appearances and mentions of Allan Gray

Property Perspective Topic: Listed property showing signs of recovery, but focus must shift to fundamentals Guest: Siphesihle Zwane, portfolio manager at Allan Gray

Lise-Mari Tradoux, gesamentlike hoof van Manco Distribusie by Allan Gray, verduidelik hoe om in 'n wisselvallige mark te belê. Volg RSG Geldsake op Twitter

This evening we dive into market movements with Sasfin Wealth, we speak to J2 about recent cyberattacks on SAA and Cell C and the cost of dealing with these, Itac gives us insight into proposed tariffs on imported renewable energy products, Allan Gray discusses the rising popularity of electric vehicles among consumers, and we get to know founder and CEO of recruitment company RecruitMyMom, Phillipa Geard. SAfm Market Update - Podcasts and live stream

Anet Ahern in conversation with Stephen Cranston about his new book 'The Mavericks'. 'The Mavericks' explains how the three independent asset managers Coronation, Allan Gray and Investec (later Ninety One), dubbed the CIA, came to dominate and continue to dominate the South African asset management industry, particularly the pension fund market. This discussion was recorded at the launch of 'The Mavericks' on 19 March 2025 at Exclusive Books V&A.

This evening, we dive into market movements with Sasfin Wealth, speak to journalist Liesl Peyper about the ongoing KleuterZone investigation, the FSCA gives us insight into how regulators are dealing with the rise of ‘finfluencers', Allan Gray helps us find value in Southeast Asia's frontier markets, and we speak to outgoing Old Mutual CEO Iain Williamson about what's next for him as he enters early retirement. SAfm Market Update - Podcasts and live stream

Tim Acker, portefeuljebestuurder by Allan Gray, verduidelik hoe om risiko te bestuur wanneer jy in die Suid-Afrikaanse aandelemark belê. Volg RSG Geldsake op Twitter

Simon asks Petri Redelinghuys from Herenya Capital Advisors if he's bracing for impact ahead of ‘Liberation Day,' while Shoprite Group's Maude Modise sheds light on the state of South Africa's SMME sector. Meanwhile, Nomi Bodlani from Allan Gray unpacks the sneaky trap of lifestyle creep – and how to avoid it.

This evening we look at the markets with Sasfin Wealth, we speak to BLSA as more concerns are raised around the proposed R100bn transformation fund, Absa gives us insight on its economic growth outlook for South Africa. Allan Gray helps us manage risk when investing in local equity markets, and in our Executive Lounge feature we speak to Niveshen Govender, CEO of the SA Wind Energy Association, about being a husband, father, and leader. SAfm Market Update - Podcasts and live stream

Nosipho Radebe speaks to Seth Mulli, Programme Director at Allan Gray MakersSee omnystudio.com/listener for privacy information.

This evening we look at the markets with Sasfin Wealth, we speak to Bidcorp and SA Breweries about their respective financial results, Stat SA unpacks the latest inflation figures, we talk investing in the luxury sector with Allan Gray, and we speak to chief executive of everyday banking at Absa, Christine Wu, in this week's Executive Lounge about how she got into banking and what fills her cup. SAfm Market Update - Podcasts and live stream

Expert Topic: Are luxury goods stocks still worth investing in? Guest: Jithen Pillay, portfolio manager at Allan Gray.

This evening we look at the markets with Sasfin Wealth, we speak to Corusca Consulting about Ithala's solvency being called into question. The FSCA joins us to discuss new warnings issued in the past week and popular scams you should be on the look-out for. Allan Gray joins to unpack using balanced funds in your portfolio, and in our Executive Lounge, we speak to social worker turned CEO of Tshikululu Social Investments, Tracey Henry, about her career journey, making a difference, and how she spends her free time. SAfm Market Update - Podcasts and live stream

Expert: Topic: How to maximise your tax benefits in a two-pot era? - Guest: Meagan Fraser: Tax manager, Allan Gray

This evening we look at the markets with Sasfin Wealth, speak to Project Blue about the conflict in the DRC and its impact on global critical minerals, chat to new payments association Asapp about its aims regarding the South African payment sector, Allan Gray helps us strike a balance between risk and return in our portfolios, and in our Executive Lounge we are joined by retired national police commissioner and CEO of WDB Trust, Riah Phiyega, about her impressive career, a life of servitude, and uplifting communities. SAfm Market Update - Podcasts and live stream

Nick Kunze from Sanlam Private Wealth discusses Reinet's NAV update, highlighting its significant trading discount, and comments on the sell-off following Foschini's trading update. Rory Kutisker-Jacobson of Allan Gray explains sentiment swings and why they are trimming exposure to SA Inc stocks.

This evening we look at the markets with Sasfin Wealth, we speak to Mazda regarding rumours to exit South Africa, the Development Policy Research Unit at UCT joins us to discuss its recent report regarding the national minimum wage, Allan Gray speaks to us about last year's investment landscape and lessons to take into 2025, and in our Executive Lounge segment we speak to outgoing Astral Foods CEO Chris Schutte about his impressive career and what he plans to do after retiring. SAfm Market Update - Podcasts and live stream

This evening we look at the markets with Exness, Outa gives us an update on the Karpowership deal, we look at what the FSCA has achieved this year, Allan Gray discusses how the two-pot system has affected the SA investment and retirement landscape, and in our Executive Lounge segment we speak to Atlas Finance director Niresh Gopichand about his career and the importance of mentorship. SAfm Market Update - Podcasts and live stream

Expert Topic: What's driving higher activity in SA's retail landscape Guest: Jithen Pillay, portfolio manager at Allan Gray.

This evening we look at the markets with PSG Wealth, we speak to Oxford Economics about a recent report analysing the economic impact of SAA, and iiDENTIFii joins us to discuss AI and ID fraud, and how businesses can better protect themselves. Allan Gray homes in on hospitality stocks and whether they have a place in your portfolio, and in our Executive Lounge segment, we're joined by Lesaka Technologies CEO Lincoln Mali on his career, getting into tech, and how he spends his days. SAfm Market Update - Podcasts and live stream

In the second of the “three wise men” interviews ahead of the BizNews monthly portfolio update on Tuesday, Ranmore Chief Investment Officer Andrew Lapping shares his thoughts. Lapping, like his Ranmore colleague Sean Peche, is a graduate of the Dr Simon Marais ‘school of investing', having worked at Allan Gray for almost two decades, the last quarter of which was as its Chief Investment Officer overseeing hundreds of billions in funds entrusted by South African savers. Never one for the limelight, in this rare interview Lapping shares his wisdom with BizNews editor Alec Hogg. Brilliant. Sign up for your early morning brew of the BizNews Insider to keep you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here. The seventh BizNews Conference, BNC#7, is to be held in Hermanus from March 11 to 13, 2025. The 2025 BizNews Conference is designed to provide an excellent opportunity for members of the BizNews community to interact directly with the keynote speakers, old (and new) friends from previous BNC events – and to interact with members of the BizNews team. Register for BNC#7 here.

This evening we look at the markets with Sasfin, we speak to the Government Employee Pension Fund and Emira Property Fund on their respective financials, Allan Gray joins us to discuss including consumer-facing companies in your investment portfolio, and in our Executive Lounge segment we speak to Township Entrepreneurs Alliance founder Bulelani Balabala on his career, supporting the township economy, and how he spends his downtime. SAfm Market Update - Podcasts and live stream

Tim Acker, portefeuljebestuurder by Allan Gray Stable Fund gesels oor Allan Gray se voorsuitsigte. Volg RSG Geldsake op Twitter

This evening we look at market moves with Sanlam Private Wealth, the South African Reserve Bank discusses its latest monetary policy review, Shoprite speaks to us about its first SA food security index, we get an update from the FSCA on Banxso as well as Coenraad Botha and VBS. Allan Gray joins us to discuss the impact of political speculation on markets, and in our Executive Lounge segment we speak to Wendy Spalding on her lengthy career in HR, starting her own business, and how she spends her downtime. SAfm Market Update - Podcasts and live stream

The well-documented ‘behavioural gap' refers to the gap between client returns and fund returns, often due to behavioural biases and emotional reactions to market volatility. In this episode, host James Whelan is joined by Chris Hestelow from Contrarian investors Allan Gray, and Bianca Rose from Morningstar, to discuss how this gap widens during times of elevated market volatility. Against the backdrop of the Mind the Gap Report, our panel explores the importance of long-term focus, and how to position client communication to help mitigate the behavioural biases that can lead to poor investor decision-making. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Chris Hestelow LinkedIn: https://www.linkedin.com/in/chris-hestelow-cfa-97264812a/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241014 To learn how Allan Gray can make a real difference to your portfolio speak to our team today or visit https://ensombl.com/go/2-20241014 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This evening we look at market moves with Sanlam Private Wealth, B4SA joins us to discuss renewed support for President Cyril Ramaphosa's private sector partnership, we speak to the PIC about its annual report, Allan Gray joins us to discuss investing for your retirement post implementation of the two-pot system, and in our Executive Lounge feature we are joined by the CEO of Simply Black Media to find out how she got into the industry, expanding across the continent, and finding work-life balance. SAfm Market Update - Podcasts and live stream

Varshan Maharaj from Allan Gray has a lot of intellectual curiosity, sees participating in markets as a ‘contest of ideas', believes in the basket approach to thematic investing, and tells us which ‘theme basket' his proudest investment sits in.

This evening we look at market developments with Sanlam Private Wealth, whether local inflation will spur a potential larger interest rate cut with Matrix Fund Managers, Standard Bank expanding its Mauritius offshore offering to include local corporates and family-owned businesses around Africa, how much a cybersecurity breach can cost your business with Kaspersky, while Allan Gray discusses the performance of local equity markets, and Werner Abrahams, CEO of Ikusasa Student Financial Aid Programme Foundation, joins the Executive Lounge to discuss the importance of funding in our education landscape and how he got into education after being a chartered accountant. SAfm Market Update - Podcasts and live stream

On today's show we look at market movements with Sasfin, chat to the CEOs of Woolworths and Cashbuild about their respective results, the JSE discusses amended listing requirements for market segmentation being approved by the FSCA, Allan Gray weighs in on geopolitical risks to consider when investing in frontier markets, and Fortress Reit CEO Steven Brown joins the Executive Lounge to discuss his career and how he spends his downtime. SAfm Market Update - Podcasts and live stream

Schalk Louw from PSG Old Oak reflects back on Magda Wierzycka ‘betting' Allan Gray that Sygnia's S&P 500 ETF would beat the Orbis Global Equity Fund over five years.

Chantal Marx from FNB discusses the South32 update, which is mostly positive aside from the Worsley Alumina news. Meryl Pick of Old Mutual Investment Group breaks down the largely positive Sasol production update. Richard Carter from Allan Gray comments on the new Pension Funds Amendment Act that has been signed into law.

Lonwabo Maqubela of Perpetua Investment Managers on commodities and what he's seeing year to date. Allan Gray's Siphesihle Zwane discusses the investment case for Disney and Bob Iger's successor. Kashmeera Kanji from Discovery Life explains how a cover option that pays out in US dollars can benefit South Africans.

Allan Gray's Siphesihle Zwane discusses the investment case for the iconic business while its board considers the succession plan for CEO Bob Iger.

This week Josh and Dru discuss the Carl Theodor Dryer classic, Vampyr. From wiki: “Vampyr (German: Vampyr – Der Traum des Allan Gray, lit. 'Vampyr: The Dream of Allan Gray') is a 1932 gothic horror film directed by Danish director Carl Theodor Dreyer. The film was written by Dreyer and Christen Jul based on elements from J. Sheridan Le Fanu's 1872 collection of supernatural stories In a Glass Darkly. Vampyr was funded by Nicolas de Gunzburg who starred in the film under the name of Julian West among a mostly non-professional cast. Gunzburg plays the role of Allan Gray, a student of the occult who enters the village of Courtempierre, which is under the curse of a vampire. “But also: The Challenger Explosion, abandoned summer camps, Big Bird, Pee Wee's Christmas Special, Kinds of Kindness, The Devils, Paperbacks from Hell, Black Ambrosia by Elizabeth Engstrom, and more!NEXT WEEK: The Invasion of the Body Snatchers (1978) Follow them across the internet:Bloodhaus:https://www.bloodhauspod.com/https://twitter.com/BloodhausPodhttps://www.instagram.com/bloodhauspod/Drusilla Adeline:https://www.sisterhydedesign.com/https://letterboxd.com/sisterhyde/Joshua Conkelhttps://www.joshuaconkel.com/https://www.instagram.com/joshua_conkel/https://letterboxd.com/JoshuaConkel/ 

Gary Booysen from Rand Swiss on SA Inc sectors/stocks offering the best value/opportunity ahead of the cabinet announcement. Gary Koetser, CEO of Cape Town's Century City Conference Centre and Hotels, discusses the new conference concept. Allan Gray's Guané Coetzer on endowments and their offshore offerings.

On this week's Chauncey's Great Outdoors, we have The Capt. Tony with a Lake Michigan report calling in, Then Brian Roell the large carnivore specialist for the state of Michigan will come on and talk about the health of the gray wolf in Michigan and what is true about them and what has become miss reported about them. Then with all the heat that we have been going through, Allan Gray, a tournament director from Major League Fishing will come on and teach us how to properly care for fish in hot weather in your live well if you're in a tournament or recreationally fishing. We will then have more outdoor information and Aiden's fishing report in the final segment of the show, and you never know who just might call in

Wayne McCurrie of FNB on latest results from Sun International, the JSE, and OUTsurance. Dr Roelof Botha shares insights into the Afrimat Construction Index, and whether we are still seeing green shoots? Megan Fraser, tax manager at Allan Gray, discusses residency tax. Who pays and when do you pay?

Shaun Dendere of Trive SA discusses Kumba and BHP Group results. Anton Eser of 10X Investments advises on reducing US equity exposure due to anticipated lower returns in the coming decade. Megan Fraser from Allan Gray explores over-contributions to a Reg 28 fund.

Welcome to Job Tales: the show where we find out about different professions from the people who know. Each week I speak to a new guest with an inspiring job.  I am Laura Leoncini and today my guest is Allan Gray, Key Grip in the film industry in Cape Town, South Africa. If you have ever spent time reading the final credits of a movie or TV series, you'll know that there are actually hundreds of specific professions related to film. Key Grip is a key role, like the title suggests, and his team, made of Best boy, Dolly grip and many more are in charge of delivering the best camera movement for each scene. But I won't say more. Here's Allan.  

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets Head of Adviser Distribution of Allan Gray Australia, South African born LJ Collyer.  LJ has a strong background in financial services and holds an MBA focused on Private Equity, Securities analysis, and international financial market from the University of Cape Town. We discuss the philosophy of Allan Gray to take a contrarian approach, apply it consistently and invest for the long term.  We break down exactly what contrarian investing is and how patience, discipline and paying attention can work in your portfolio. We're enjoying Meeting the Professionals in Season 3 and hope you enjoyed hearing more about the Contrarian style from our expert, LJ. This podcast is for general information purposes only.  It does not take into account your personal circumstances or goals and is not to be considered personal advice.  Please discuss your needs with your financial adviser. Offer  Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books Booktopia:  Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com) Connect with LJ  LJ Collyer | LinkedIn – LJ's LinkedIn profile Allan Gray Australia: Overview | LinkedIn – Allan Gray Australia LinkedIn profile Our investment approach | Allan Gray Australia – Learn more about Allan Gray's approach to Investing GuideToContrarianInvesting.pdf (allangray.com.au) – Allan Gray's Guide to Contrarian Investing Home | Orbis | Invest Differently Orbis Investments Website FinancialStandardGuideToContrarianInvesting.pdf (allangray.com.au) – Financial Standard Contrarian Investing Guide Follow  Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn Websites:  https://amandacassar.com.au/  https://www.wealthplanningpartners.com.au/ (company website) https://trustedagedcare.com.au/ (company website) Financial Adviser - Amanda Cassar (adviserratings.com.au) Support the show

Chantal Marx from FNB Wealth and Investments unpacks a solid set of results from Hudaco. Kingsley Williams from Satrix on a new ETF they're listing that will use global free-float metrics, offering higher exposure to dual-listed companies. Allan Gray's Rory Kutisker-Jacobson on returns from frontier markets and how to spot a winning stock.

Allan Gray's Rory Kutisker-Jacobson weighs up their returns and how to spot a winning stock.

On Entrepreneur feature we talk to Seth Mulli, Allan Gray Makers Programme Director, about their The Allan Gray Makers StartUp Academy which is a fully funded 8-month incubation program for aspiring artisan entrepreneurs in the Plumbing and Electrical trades. Applications are still opened and Seth joins us to tell more about the incubation program.   The Allan Gray Makers Academy is that helping hand, empowering technically talented youth with the skills and exposure needed to embark on their entrepreneurial journey," says Seth Mulli, Programme Director at Allan Gray Makers. Who Can Apply? The Allan Gray Makers StartUp Academy welcomes applications from individuals who meet the following criteria: South African citizen or permanent resident Qualified plumber or electrician (N6 qualification) Completed or eligible to take a Trade Test Age 18 to 35 (35 at the time of graduation, 18 at the time of application) Based in Gauteng, Eastern Cape, KwaZulu-Natal, or Mpumalanga Desire to start your own business Working in the electrical or plumbing industry with a completed apprenticeship (minimum 18 months) What Participants Will Gain: Successful applicants to the programme will benefit from: Training in entrepreneurial mindset development, new venture creation, marketing and sales, business management, financial management, branding, business e-skills, and personal mastery. Opportunities to work in teams and network with other businesses.Access to personal mentorship, business shadowing, industry-expert coaches, and business advisory. Access to markets with a focus on making your first sale. Graduates will have access to life-long support. How to Apply:Applications are now open, and interested individuals are encouraged to apply by visiting www.allangraymakers.co.za  or whatsapp: 066 579 7616  The deadline for applications is midnight on February 7, 2024.See omnystudio.com/listener for privacy information.

Sanlam's Nick Kunze takes a look at which sectors are likely to benefit from interest rates peaking. AME CEO Dave Tiltmann on the group's latest results. Kamal Govan of Allan Gray on cautious optimism as African businesses provide the cocktail for meaningful performance.

FNB's Chantal Marx on another sudden CEO resignation … this time at Tiger Brands. Kyle Wales from Flagship Asset Management on stocks and sectors that do well in a higher-for-longer inflation environment. Richard Carter from Allan Gray talks challenges and opportunities within SA's retirement fund system.

DIAL Ventures is based at Purdue University, right in the center of the agriculture. How that location, coupled with global talent and ideas is helping the way U.S. farmers feed and clothe the world. Dr. Allan Gray discusses the flywheel he's in now with ideas turning into customers.

Today's sponsored insight is with Adam Karr, the President and Portfolio Manager at Orbis, a $35 billion global equity manager founded in 1989 by legendary Fidelity alum Allan Gray. Orbis blends unique business practices with a long-term intrinsic value investment model designed to invest differently. Our conversation dives into Orbis' business practices intended to create alignment, including a fee structure with rebates and a permanent ownership model. We then go through the investment approach that features thirty-five analyst shadow portfolios to bring data and independent thinking to portfolio construction. Orbis' model has rich lessons for managers and allocators alike. For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Xhanti Payi, PwC South Africa's senior economist on how businesses can buffer themselves from SA's tough economic conditions.   Matthew Gezane, franchise development manager at Consult by Momentum on what will another civil strike cost for businesses.     In our investment school,  Varshan Maharaj, fund manager  at Allan Gray explained frontier markets for investment return.See omnystudio.com/listener for privacy information.

Hendrik Du Toit, CEO at Ninety-One on their annual financial results as well as the economic problems SA is facing.    Thalia Petousis, portfolio manager at Allan Gray, sheds light on factors that are causing the economy harm.     Then Jonathan Hurvitz, CEO of Teljoy was our shapeshifter guest. He spoke about his career journey and how he came up with the idea for Teljoy - a rent-to-own household appliances, electronics and furniture shop.See omnystudio.com/listener for privacy information.

Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more!Graeme is the Managing Director of Orbis, which currently manages around $30B. IN THIS EPISODE YOU'LL LEARN:00:00 - Intro01:30 - Graeme's journey from mathematics to value investing, & exploring legendary investors like Jim Simons.26:14 - How Orbis' founder and billionaire Allan Gray's investing flexibility led to his success.36:35 - How Graeme balances the macro with a bottoms up approach.52:11 - A thesis which Graeme calls the Great Misallocation. 58:40 - How good & cheap companies outperform especially during bear markets.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESThe Theory of Poker by David Sklansky.Fooled by Randomness by Nassim Nicholas Taleb.The Price of Time by Edward Chancellor.The Psychology of Money by Morgan Housel.Trey Lockerbie's Twitter.Check out: Orbis.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSTalk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take advantage of the mid-market exchange rate whenever you convert or spend different currencies and enjoy no markups and no hidden fees with Wise.Let an expert do your taxes from start to finish so you can relax with TurboTax.Get an overall better student loan experience with College Ave. Plus, get a chance to win a $1,000 college scholarship. No purchase is required.Discover the easier way to help diversify your investment portfolio with CrowdStreet.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Get yourself a Blockstream Jade -- An all-in-one, bitcoin-only hardware wallet that makes protecting your bitcoin so easy. Use the coupon code Fundamentals to get 10% off.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Easily diversify beyond stocks and bonds, and build wealth through streamlined CRE investing with EquityMultiple.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.