Welcome to Allan Gray Australia.
We want to ensure you get the right experience for you.
Individual Investors
Discover the Allan Gray difference. Learn more about our Funds including performance and download offer documents.
Financial Advisers
The information contained in this section is for adviser and wholesale investor use only.
Retail Investors
The Allan Gray Australia Funds are available for investment by New Zealand retail clients.
To comply with New Zealand law, our website provides information only about Allan Gray Australia Funds. We do not provide advice to New Zealand retail clients.
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If you are looking for Allan Gray South Africa, please click here.
The website is primarily designed for Australian investors.
US persons are not generally permitted to invest in the Allan Gray Australia Funds. However, we will accept applications from US persons who are genuine residents of Australia, New Zealand or South Africa.
At Allan Gray, our philosophy is simple – we take a contrarian approach, apply it consistently and invest for the long term
There are three distinct characteristics within our investment philosophy:
Contrarian
To outperform the market over the long term, we need to do things differently. As contrarians, we thrive by not following the crowd. We resist trends and uncover opportunities in areas we believe may have been overlooked or are undervalued. It puts us in a space where we face little competition, where an investor’s greatest asset is independent thinking. This means our Funds can look markedly different to those of our peers, which helps diversify our clients’ portfolios.
Long-term
In a highly competitive market, there aren’t many ways to give yourself an edge. In a world that’s focused on short-term results, we are focused on the long term, as being patient can provide a distinct advantage. By waiting for the right opportunity to buy and giving an investment time to realise our perception of its true value, we may discover enormous potential for an undervalued investment.
Fundamental
We are not contrarian for contrarian’s sake but as the result of careful, bottom up analysis. We make our own assessments and concentrate on understanding an investment’s true value and the fundamentals that drive that value, rather than trying to forecast the next short-term price movement.
Hear directly from our analysts and portfolio managers as they discuss what it means to be a contrarian investment manager.
Our analysts and portfolio managers explain our research process and what it takes for a stock to make it into our Funds.
An overview of our guiding principles in motion.
Hear from one of our Investment Specialists as they explain the differences in a contrarian approach.
An investment approach with conviction
Going against human instinct and taking a contrarian approach to investing is not for everyone. It takes practice, and commitment in your convictions. In other markets, the wider Allan Gray group has managed money this way for over 50 successful years.
Our investment approach has the potential to outperform the market over the long term, however it requires restraint and patience. We may experience periods of short-term underperformance while we wait for the market to recognise the value we’ve identified in shares. Our Funds can look markedly unlike those of our peers. You’ll need to be sure that you’re comfortable holding a fund that looks and performs differently from the others in your portfolio.