
Welcome to the Financial Secrets Revealed podcast, continuing our collaborative series with Allan Gray Australia! In this episode, Amanda sits down with Dr. Suhas Nayak, a seasoned Portfolio Manager at Allan Gray Australia. Dr. Nayak, who manages approximately 35% of the Allan Grey Australia Equity Fund, provides an insightful exploration into the firm’s commitment to contrarian investing and how this philosophy drives the performance and risk management of the Equity Fund. Listen as Dr. Naya...
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Enduring Value: Lessons from the Allan Gray and Orbis Partnership

Steady by Design: Inside the Allan Gray Australia Stable Fund

The Art of Balance: Managing Risk and Reward Through Market Cycles

The Allan Gray Story: From South Africa to the World of Value Investing
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