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The investment objective of this portfolio is to seek capital appreciation in a low risk global portfolio. The portfolio's returns are intended to be largely independent of the returns of major asset classes such as cash, equities and bonds. In order to achieve this objective, the Manager will predominantly invest in a mixture of Orbis mutual funds with similar objectives to the portfolio. Investments to be included in the portfolio will, apart from assets in liquid form, consist solely of participatory interests of collective investment schemes or similar schemes. Nothing shall preclude the Manager from varying the ratios of securities and assets in liquid form, to maximise capital growth and investment potential (with a portfolio limit/constraint of a max of 20% in cash).
Name | Title | Since | Until |
---|---|---|---|
Duncan Artus | Portfolio Manager | 2016 | Now |
Biography | Duncan joined Allan Gray in 2001 as an equity analyst after completing his honours in Business Science and a postgraduate diploma in accounting at UCT. Duncan has been managing a portion of client equity and balanced portfolios since January 2005, when he was appointed as a portfolio manager. Duncan holds both the CFA and CMT charters. | ||
Ian Liddle | Director | 2010 | 2015 |
Biography | Ian graduated from UCT and joined Allan Gray in 2001 as an equity analyst after several years as a management consultant. Ian has been managing a portion of client equity and balanced portfolios since January 2005, when he was appointed as a portfolio manager. In February 2008 he was appointed as chief investment officer, with overall responsibility for the investment team and portfolio management. He is a director of Allan Gray Limited. |
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