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Quarterly Commentary

Allan Gray Quarterly Commentary December 2023

Quarterly Commentary – March 2024

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Brochures

Allan Gray Corporate Brochure

Corporate Brochure

Learn more about Allan Gray, our investment philosophy, process, team and products.

Allan Gray Balanced Fund Brochure

Balanced Fund Brochure

Advisers can learn more about the Allan Gray Australia Equity Fund.


Allan Gray Australia Equity Fund Brochure

Equity Fund Brochure

Advisers can learn more about the Allan Gray Australia Equity Fund.


Allan Gray Australia Stable Fund Brochure

Stable Fund Brochure

Advisers can learn more about the Allan Gray Australia Equity Fund.


Allan Gray Contrarian Investing

Contrarian Investing

While not well known in Australia, contrarian investing has a long history and some notable advocates. Read our guide to learn more.

Allan Gray Portfolio Construction Brochure

Portfolio Construction

Learn how we decide how much to allocate to each stock in our portfolios.



Allan Gray Four Key Principles for Manager Selection Brochure

Four Key Principles for Manager Selection

We believe there are four key principles that play a vital role in investment outcomes.

Allan Gray FPA Special Contrarian Investing Supplement

FPA Special Contrarian Investing Supplement

What exactly is contrarian investing, and how should financial planners consider this approach when constructing portfolios for clients? Published by the FPA.

Allan Gray Financial Standard Guide to Contrarian Investing

Financial Standard

Guide to Contrarian Investing.

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