Allan Gray on 2024 budget: Walking a fiscal tightrope
It is clear from the 2024 Budget that Finance Minister Enoch Godongwana finds himself between a rock and a hard place ahead of a watershed election in May.
It is clear from the 2024 Budget that Finance Minister Enoch Godongwana finds himself between a rock and a hard place ahead of a watershed election in May.
Allan Gray says it does not have any exposure to the BHI Trust, the ponzi scheme in which investors have lost billions.
While the American hedge fund industry is over $4.5trn in size, the South African hedge fund industry is only around 0.1% of the size at just over $6bn.
The issue of performance fees has been a topic of discussion. After receiving several requests for a response, Sean Peche answers the call.
Pieter Koekemoer responds to Sean Peche’s allegations and explains why it has taken so long for the JSE-listed company to respond.
When Sean Peche went public last week with his comments on the Balance Fund unit trusts ripoff, you just knew it would touch a nerve.
Allan Gray had largely avoided gold for most of his life prior to his death. David Melvill is attaching an article he wrote some time ago about Allan’s change of mind.
Magnus Heystek pulled no punches on his return from Mauritius, where he says economic growth is booming led by a surge in infrastructure.
At Corion Capital, highlighting great South African success stories is something we love doing. The accomplishments of Hendrik du Toit is such a story.
Magnus Heystek has been beating the drum on offshore diversification and exposure to global equity markets for the better part of a decade.