Seema Dala

Seema was employed at Allan Gray from 2007 to 2016. She joined Allan Gray as an investment analyst, before moving to Institutional Client Service and later becoming the joint head of this team. Seema has a BBusSc from UCT, is a qualified CA (SA), and completed her management and leadership studies at Harvard Business School.

Articles by Seema Dala

Orbis funds: Finding the best long-term value for clients

By Seema Dala on 30 Sep 2014

The Orbis Global Equity Fund will mark its 25th year at the end of December. In that time, Orbis has provided access to the same fundamental, contrarian,...

How to access investment opportunities in Asia

By Seema Dala on 31 Mar 2014

Asia presents interesting investment opportunities, but for the average investor, researching these opportunities would be a massive undertaking fraught with...

Finding value in global markets

By Seema Dala on 31 Mar 2014

Emerging markets have come under intense focus so far this year and while the main worries have centred on countries such as Argentina and Turkey, the market...

Orbis Global Equity Fund: A reversal of fortunes

By Seema Dala on 30 Sep 2013

After a prolonged period of relative underperformance, since January this year the Orbis Global Equity Fund has meaningfully outpaced its benchmark in US...

A healthy approach

By Seema Dala and Tamryn Lamb on 30 Sep 2012

Broadly speaking, one could think about building a portfolio in two key ways. Investors with a 'top-down' approach start with a wide view of the world and ma...

High correlations present challenges

By Seema Dala and Chris du Toit on 31 Mar 2012

Actively managed funds, including the Orbis Global Equity Fund, have struggled to outperform the market over the past year. Actively managed funds are able t...

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