Quarterly Commentary
View the latest commentary from our analysts who share the latest updates on our Funds, the market and the shares we hold. Includes a list of Fund holdings.
Fact Sheets
The latest performance and holdings information for our Funds can be viewed below.
Corporate Brochure
Learn more about Allan Gray, our investment philosophy, process, team and products.
Contrarian Investing
While not well known in Australia, contrarian investing has a long history and some notable advocates. Read our guide to learn more.
Portfolio Construction
Learn how we decide how much to allocate to each stock in our portfolios.
Four Key Principles for Manager Selection
We believe there are four key principles that play a vital role in investment outcomes. Read our white paper to learn more.
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FPA Special Contrarian Investing Supplement
What exactly is contrarian investing, and how should financial planners consider this approach when constructing portfolios for clients? Published by the FPA.
