Channel Avatar

Allan Gray Australia @UChgvvAlrzo5HOyzsC8zcPVw@youtube.com

4.1K subscribers - no pronouns :c

At Allan Gray, our investment philosophy is simple – we take


09:01
Allan Gray's Julian Morrison talks to Ausbiz
06:15
Allan Gray Co-Portfolio Manager Dr. Suhas Nayak talks to Ausbiz about oil and energy
40:17
Looking past the pitch - Advisers Big Day Out Presentation by Julian Morrison, March 2021
04:05
Allan Gray CIO & MD Simon Mawhinney talks to Ausbiz about Newcrest Mining Ltd.
03:06
Allan Gray CIO & MD Simon Mawhinney talks to Ausbiz about the reporting season. 5 March 2021
05:19
Jerusalema Challenge
02:46
What we can learn from G8 Education
03:39
3 pockets of value for patient investors
03:50
The puzzle around profitability
07:06
Allan Gray CIO & MD Simon Mawhinney talks to Ausbiz about the oil price jump. 17 September 2020
07:24
Allan Gray CIO & MD Simon Mawhinney talks to Ausbiz re AMP & QBE.
04:12
Allan Gray CIO & MD, Simon Mawhinney interview with ausbiz on 19th August 2020
03:42
Allan Gray Portfolio Manager, Suhas Nayak, discusses Woodside results with Ausbiz 14 August 2020.
05:38
Simon Mawhinney on The Pulse, Ausbiz TV | 5th August 2020
06:21
Simon Mawhinney on The Pulse, Ausbiz TV | 24 July 2020
07:53
Simon Mawhinney on The Pulse, Ausbiz TV | 24 June 2020
05:10
Simon Mawhinney on The Pulse, Ausbiz TV | 10 June 2020
05:11
Simon Mawhinney on The Pulse, Ausbiz TV | 27 May 2020
05:53
Simon Mawhinney on The Pulse, Ausbiz TV | 18 May 2020
03:47
Completely nuts CSLs disconnect with reality.
04:37
Entry points emerge in beaten up sectors.
03:11
Have financials banked in the bad news.
03:51
The future impact of renewable energy on equities
04:09
The most dangerous consensus in the market right now
02:22
Which indicators signify a classic Contrarian opportunity
04:28
The most contrarian sector in the market
04:29
Why contrarians ‘zig’ when you ‘zag’
03:51
Why we invested in AMP
02:37
Three lessons on contrarian investing
03:28
Learning from your mistakes
02:49
Growth rarely comes for free
02:22
The single biggest mistake you could make right now.
00:16
Allan Gray Australia, 2019 Campaign - Owl
00:16
Allan Gray Australia, 2019 Campaign - Cheetah
04:22
The differences in a contrarian approach
02:42
Key Principles of Being Contrarian
02:14
Is the Downside Priced In for Telstra?
02:42
Benefiting from Bad News
00:31
Allan Gray Australia, Potential Campaign - 30 OWL TVC.mp4
00:31
Allan Gray Australia, Potential Campaign - 30 CHEETAH TVC.mp4
00:16
Allan Gray, Potential Campaign - OWL TVC
00:16
Allan Gray, Potential Campaign - CHEETAH TVC
00:11
Allan Gray - Potential Sighted
02:23
How do we find opportunities others may overlook?
00:42
Discover the benefit of seeing things differently #4
00:36
Discover the benefit of seeing things differently #3
00:38
Discover the benefit of seeing things differently #2
00:23
Discover the benefit of seeing things differently #1
03:02
Allan Gray Australia Opportunity Fund
03:10
Allan Gray Australia Equity Fund
02:24
Investing is about getting things more right than wrong
01:47
Exploring disliked stocks — the road less travelled
01:23
Our approach to contrarian investing = putting clients’ interests first and taking a long-term view