Allan Gray Australia in Sydney, Australia | Financial service

Allan Gray Australia

Locality: Sydney, Australia

Phone: +61 2 8224 8604

Address: Level 2 Challis House, 4 Martin Place 2000 Sydney, NSW, Australia

Website: http://www.allangray.com.au/

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25.01.2022 Every investment management company claims it's different from its competitors, so why do so many fund managers produce results that are anything but different? In this article Julian Morrison, our Head of Research Relationships and National Key Accounts, discusses why 80% of active fund managers underperform their respective benchmarks and the four key principles that we believe play a vital role in investment outcomes. Read the article or download the white paper:

22.01.2022 The oil price is currently at a level where most producers are making no money. But the price only needs to get back to the same levels seen earlier this year for a lot of oil and energy stocks to look very attractive. In this video Allan Gray Australia Portfolio Manager, Dr Suhas Nayak, discusses the energy stocks we like and why gold stock Newcrest and dividend-payer Alumina remain favourites in the Equity Fund portfolio. Watch it here:

21.01.2022 Ethics for Advisers: Episode five Reading the Code of Ethics will require another level of thinking from advisers if practitioners are still getting hung up on being prescriptive about certain aspects of the Code. Dr Simon Longstaff explains why in episode five of the Ethics for Advisers podcast series. ... Listen now and earn CPD points.

18.01.2022 See if 2020 is really a year to avoid at the Allan Gray & Orbis livestreamed Investment Forum. Discover the outlooks for our portfolios and have your questions answered directly by our investment experts. Register here: https://bit.ly/2RuXnHH

17.01.2022 Your super contributions are set to rise in July, or are they? There have been many arguments for and against the proposed increase to the Superannuation Guarantee. But with the current median super account balance for people of retirement age falling woefully short of the figure suggested for a comfortable lifestyle, it's clear that Australians need to take action if they want to improve their quality of life after work. In this article we look at a few options to help you take a proactive approach towards your retirement planning. Read the full article here.

17.01.2022 Julian Morrison, Head of Research Relationships and National Key Accounts, reviews the performance of the Allan Gray Australia Funds in this extract from our latest Quarterly Commentary. Read the article & download the full commentary here:

13.01.2022 The disparity in price performance between today’s Allan Gray Australia Equity Fund portfolio, if initiated 10 years ago, and the market is as great as we’ve ever seen. But, as Simon Mawhinney discusses in this extract from our September 2020 Quarterly Commentary, we believe this creates a backdrop for abnormally high future relative returns if fundamentals and sentiment return to normal. He also assesses a company that could offer attractive upside potential. Read the article and download the full commentary here:

11.01.2022 Australians’ interest in financial advice and superannuation surged in 2020 compared to 2019, according to research that we commissioned. Click to see the topics of conversation we identified and seven key insights that emerged from the research.

10.01.2022 Talking contrarian investing David Koch interviews our MD and CIO Simon Mawhinney to find out the real cost the COVID pandemic will have for listed companies and equity markets. Watch it here:

08.01.2022 If there were two particularly tall parents, should you expect their child to be tall as well? Instinct would say yes, but mean reversion suggests that in reality this won't be the case. You can learn more about mean reversion and the vital role it plays in contrarian investing in this podcast recorded by Simon Russell of Behavioural Finance Australia, featuring Julian Morrison.

08.01.2022 Profitability is one metric that seems to have been thrown out of the window recently. It’s a puzzle that has left Dr Suhas Nayak, Portfolio Manager at Allan Gray Australia, scratching his head. He believes investors seem to be overly paranoid that profitable companies are going to go backwards. In this short video he discusses why this might be occurring and whether it makes sense for these times, or presents an opportunity. Watch it here:

05.01.2022 As the Allan Gray Australia Stable Fund celebrates its tenth anniversary this year, we look at how it could suit investors looking for a lower risk exposure to shares when combined with cash and the potential for better returns than cash over the long term. #StableFund

04.01.2022 If you couldn't watch our live webinar, it's not too late. The recording is now available to watch at your leisure. During the webinar Julian Morrison gave an overview of the current positioning and performance of our Funds, while Simon Mawhinney explored some of the Funds' holdings in more detail. CPD points will be awarded until the end of the month. Watch now:... https://login.redbackconferencing.com.au/landers/page/c2893e

04.01.2022 Our Stable Fund provides a simple alternative to cash with potential for better returns. Learn more in this short video.

03.01.2022 If there were two particularly tall parents, should you expect their child to be tall as well? Instinct would say yes, but mean reversion suggests that in reality this won't be the case. You can learn more about mean reversion and the vital role it plays in contrarian investing in this podcast recorded by Simon Russell of Behavioural Finance Australia, featuring Julian Morrison.

01.01.2022 Allan Gray Australia's latest Fund Fact Sheets are now available. #EquityFund #BalancedFund #StableFund

01.01.2022 With the RBA cash rate at an all-time low of just 0.1%, investors may need to be invested in growth assets to meaningfully outperform cash. But some people won’t want to take on much more risk than a term deposit. The Allan Gray Australia Stable Fund can help. The Fund aims to outperform the RBA cash rate over the long term by investing predominantly in cash, but can boost returns by investing no more than 50% in the Australian sharemarket. We aim to help you outperform cash without exposing you fully to the volatility of investing in shares alone. Watch a short video and learn more about the Stable Fund here.

01.01.2022 Allan Gray Australia's latest Fund Fact Sheets are now available. #EquityFund #BalancedFund #StableFund

01.01.2022 Our CIO and MD Simon Mawhinney was interviewed on Ausbiz yesterday. Watch now to get his views on AMP's and QBE's recent troubles.