Duncan Artus

Duncan Artus

Duncan joined Allan Gray in 2001 and has been managing a portion of client equity and balanced portfolios since January 2005, when he was appointed as a portfolio manager. He is a director of Allan Gray Group Proprietary Limited. Duncan holds an Honours degree in Business Science and Postgraduate Diploma in Accounting from the University of Cape Town and is a CFA® and CMT® charterholder.

Articles by Duncan Artus

Q&A: Understanding Orbis’ performance and potential

By Duncan Artus and Edward Blain on 28 Oct 2019

Market breadth has been very narrow offshore, with few winners and many losers. Among the losers have been emerging markets and select cyclicals. At the same...

Is it time for equity investors to party like it’s 2002?

By Duncan Artus on 30 Jul 2019

Not quite, says Duncan Artus.

Is it 2002 all over again? Not quite

By Duncan Artus on 29 Jul 2019

Domestically focused shares that are exposed to the local economy have underperformed the overall market. Duncan Artus investigates whether the current...

The dash for cash

By Duncan Artus and Nathan Wridgway on 28 Feb 2019

The end of the calendar year often leads to reflection on how one’s investments have performed. Many savers are questioning the wisdom of investing in South...

The year of payback

By Duncan Artus on 15 Feb 2019

Excess returns from the FTSE/JSE All Share Index (ALSI) relative to cash have disappointed over the last five years, with cash now outperforming, on average....

A volatile quarter for emerging market equity and currency markets

By Duncan Artus on 12 Oct 2018

Emerging market equity and currency markets had a very volatile quarter. Vulnerabilities, both economic and political, are being exposed as global financial...

How to spot investment red flags

By Duncan Artus on 03 Aug 2018

South Africa has been rocked by a series of corporate scandals in recent years that have sent the share prices of former blue-chip companies like Steinhoff a...

Structural challenges to business models

By Duncan Artus and Tim Acker on 15 Jun 2018

At the core of our investment philosophy we look for companies we believe are priced below our estimate of their true worth and sell them when they reach fai...

Are you overly exposed to China?

By Duncan Artus on 13 Jun 2018

As South African investors we are very tuned into the local political and economic risks that we face. But what about the less obvious risks?

Consumption trends in emerging markets: Opportunities and pitfalls

By Duncan Artus and Tamryn Lamb on 23 Nov 2015

Looking to capitalise on the rise of the emerging market consumer? Beware of the potential pitfalls .

The nature of contrarian investing

By Duncan Artus on 31 Dec 2012

The average investor cannot avoid being bullish at market tops and bearish at bottoms. This produces periods of speculation and panic within the normal up an...

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