Dr Suhas Nayak, Allan Gray Analyst and Portfolio Manager, met with Livewire recently for this interview.
During the Q&A Suhas speaks about our contrarian investment strategy, his mentors and the emotional difficulty that comes with investing in stocks that make you feel uncomfortable.
Read the interview to learn more about the process a stock must go through to make it into our portfolio, a stock we currently hold – Oil Search – and an area of the market that we think has run a bit hot.
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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.
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or investment advice.
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financial situation or individual needs of any particular person and may not be appropriate for you.
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but cannot guarantee that it is.