At Allan Gray, our investment philosophy is simple – we take a contrarian approach, apply it consistently and invest for the long term.
We never try to guess external sentiments, the next share price movement or trends. Instead, we scrutinise opportunities that aren’t necessarily ‘obvious’.
We search for value in places others overlook or undervalue. Then we determine the things that drive the company’s performance and hence its value over the next five or even ten years.
This is how we’ve been investing in Australia for the past 11 years and globally for over 40 years.