2018 was a poor year for sharemarket returns in Australia. We fared even worse. In this extract from the Quarterly Commentary Simon Mawhinney explains some of the reasons for our underperformance and highlights one stock where we have found value.
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Searching for better value
Allan Gray is pushing for change at the ASX
You miss 100% of the shots you don’t take
A fair day’s pay for a fair day’s work?
Valuing the portfolio against the market
Investing in the face of uncertainty
Swinging pendulums – finding opportunities in the small end of town
Searching for value in the sharemarket
A time to stay focused
Something’s got to give…
10 years of investing in Australia
Allan Gray South Africa Investment Conference – searching for pockets of value