Radhesen Naidoo

Radhesen joined Allan Gray in 2012 and is a business analyst in the Institutional Client Services team. He has a Bachelor of Science (Hons) in Actuarial Science from Wits.

Articles by Radhesen Naidoo

Orbis: Can you be patient and excited at the same time?

By Radhesen Naidoo on 05 Apr 2019

As contrarian investors who invest differently, periods of underperformance are part of the investment cycle and, while disappointing, they can offer...

Our Tencent(s) on VIE structures

By Radhesen Naidoo on 11 Mar 2019

As at 28 February 2019, Naspers made up just over 18% of the FTSE/JSE All Share Index. Because of its dominance, including or excluding the share will have a...

Orbis: Key detractors from recent performance

By Radhesen Naidoo on 08 Mar 2019

Periods of underperformance are stressful and disappointing, and while they are an expected part of the investment cycle for us as a contrarian manager, we...

Striking a balance

By Claudia Del Fante and Radhesen Naidoo on 20 Jul 2017

Where many investors define risk as the volatility of returns, or the risk of looking different, our focus is always on avoiding permanent loss of capital...

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