If you missed our Allan Gray Live webinar that was live streamed on 19 October 2023, you can now watch the on-demand recording at your leisure. During the webinar, our MD & CIO, Simon Mawhinney, interviewed Tony Dragicevich, the CEO and MD of Capral, Australia’s largest manufacturer and distributor of aluminium extrusion and rolled products. Simon shone the spotlight on Tony and asked the questions our viewers wanted answered about this contrarian investment our Funds hold.

After the interview Chris Hestelow, our Investment Specialist, reviewed the Allan Gray Funds’ recent performance and how the portfolios were positioned. In the final section, Chris held a question-and-answer session with Simon.

Allan Gray Live webinars are primarily aimed at Australian financial advisers. Click below to watch the recording.