Rory Kutisker-Jacobson

Rory Kutisker-Jacobson

Rory joined Allan Gray as an equity analyst in 2008. He has a Bachelor of Business Science and is a CFA charter holder.

Articles by Rory Kutisker-Jacobson

The benefits of being counter-cyclical in a cyclical world

By Rory Kutisker-Jacobson on 24 Oct 2017

“Prediction is very difficult, especially about the future.” – Niels Bohr. In cyclical industries, understanding where we  are in the cycle and acting...

What is the sweet spot for the oil price?

By Rory Kutisker-Jacobson on 25 Jan 2017

In the face of an OPEC oil production cut, shale producer activity and US President Donald Trump proposing various far-reaching changes what can we expect fr...

Building confidence in construction

By Rory Kutisker-Jacobson on 31 Dec 2014

'Success in investing is not a question of what you buy, it is a question of what you pay.' Howard Marks Buying above-average companies at average or hopeful...

Sasol: A history of underestimation

By Rory Kutisker-Jacobson on 30 Jun 2013

Sasol is our clients' largest equity investment. Founded in 1950 and listed in 1979, Sasol's core business is to produce synthetic liquid fuels and chemicals...

Anglo American: Getting what you pay for?

By Rory Kutisker-Jacobson on 31 Dec 2011

As contrarian investors we are always on the lookout for assets which we can buy for less than our estimate of their intrinsic value. As a result, much of ou...

The investment case for Royal Bafokeng Platinum

By Rory Kutisker-Jacobson on 31 Dec 2010

On a relative basis, we believe Royal Bafokeng Platinum represents the most attractive value in the platinum sector. Upon listing, the Royal Bafokeng Nation...

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