During this webinar, our Co-Portfolio manager, Dr Suhas Nayak, and Head of Research Relationships and National Key Accounts, Julian Morrison, provided a review of our Funds’ performance over the last quarter and how we are positioned.
We were also joined by Frank Calabria, the Chief Executive Officer of Origin Energy Limited – one of Australia’s leading energy providers. Suhas discussed the thesis behind our investment in Origin and why we view it as a contrarian holding, before asking Frank a series of questions about Origin’s business and the outlook for the energy industry.
Past performance is not a reliable indicator of future performance.
There are risks involved with investing and the value of your investments, including in the Allan Gray Funds,
may fall as well as rise. This article represents Allan Gray'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 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 Funds or making any other investment decision,
please read the relevant disclosure document available on this website.
We have tried to ensure that the information in this presentation is accurate in all material respects,
but cannot guarantee that it is.