Dear John, We don’t believe that you can invest the same way as everyone else and achieve a better result. This is core to our philosophy, which is simply to take a contrarian approach, apply it consistently and invest for the long term. Contrarian investing doesn’t involve being oppositional for the sake of it. It’s the result of significant bottom up, fundamental analysis. The following chart shows the average top ten holdings of the five largest Australian Equity managers that describe themselves as active managers. It also compares these holdings with those in the ASX 300 Index, and the Allan Gray Australia Equity Fund. Consider adding more diversification to your portfolios with Allan Gray. This is how we've been investing in Australia for the past 15 years and how the broader group has been investing globally for over 45 years. Our long-term results speak for themselves.
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If you have any questions or feedback please call us on 1300 604 604 or +61 2 8224 8604, or email clientservices@allangray.com.au Allan Gray Australia Pty Limited, ABN 48 112 316 168, AFSL 298487, is the appointed investment manager of the Allan Gray Australia Equity Fund ARSN 117 746 666 and has prepared this document. The Fund is offered by Equity Trustees Limited, ABN 46 004 031 298, AFSL 240975, as the Fund’s Responsible Entity. Equity Trustees Limited is a subsidiary of EQT Holdings Limited, a publicly listed company on the Australian Stock Exchange (ASX:EQT). Equity Trustees Limited may be contacted on +61 3 8623 5000. This document is of a general nature only. It has been prepared without considering any person’s financial circumstances, needs or objectives. It also does not constitute a recommendation, an offer to sell or a solicitation to buy units in the Fund. Before acting on anything in this document, you should consider its appropriateness to you, having regard to your objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the Fund prior to making an investment decision. While Allan Gray has endeavoured to ensure the accuracy of this document neither Allan Gray, Equity Trustees Limited nor any of its related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it.
