Allan Gray Australia

01/09/2026

Is the ASX being hollowed out? Allan Gray portfolio manager Dr Suhas Nayak spoke to ABC’s The Business about why small and medium-sized growth companies are increasingly being lost to private equity and foreign buyers. Watch here:

Follow the latest headlines from ABC News, Australia's most trusted media source, with live events, audio and on-demand video from the national broadcaster.

23/08/2026

Sometimes, boring is exactly what investors should want. In this Livewire Markets piece, AGA’s Justin Koonin looks at QBE’s shift from negative surprises to greater consistency. The question now is: can it keep growing without compromising underwriting discipline? Read here: https://www.livewiremarkets.com/wires/qbe-is-finally-becoming-boring-that-could-be-good-news-for-investors

Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Allan Gray Funds. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available at www.allangray.com.au and follow the prompts to the ‘Forms and Documents’ page.

QBE has delivered another steady result. Allan Gray’s Justin Koonin explains why ‘boring’ is exactly what investors should want.

10/08/2026

Allan Gray Australia's latest Fund Fact Sheets are now available.

https://www.allangray.com.au/news-and-insights/library/...

Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Allan Gray Funds. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available at www.allangray.com.au and follow the prompts to the ‘Forms and Documents’ page.

21/07/2026

https://www.livewiremarkets.com/wires/what-companies-should-do-after-the-cgt-changes

Recent changes to CGT mean Australian companies should prioritise paying dividends ahead of retaining capital for reinvestment.

15/07/2026

Australian office property appears deeply out of favour but could that be where the opportunity lies? Allan Gray Analyst Tim Hillier shares a contrarian perspective with Ausbiz's Nadine Blayney. Watch below.

Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Allan Gray Funds. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available at www.allangray.com.au and follow the prompts to the ‘Forms and Documents’ page.

13/07/2026

Our June Quarterly Commentary examines Dexus Limited - an office REIT trading at levels worse than the GFC. Is the market's pessimism overdone? Read here. https://www.allangray.com.au/quarterly-commentary-q2-2026/

Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Allan Gray Funds. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available at www.allangray.com.au and follow the prompts to the ‘Forms and Documents’ page.

13/07/2026

Allan Gray Australia's latest Fund Fact Sheets are now available. https://www.allangray.com.au/news-and-insights/library/ -sheets

Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Allan Gray Funds. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available at www.allangray.com.au and follow the prompts to the ‘Forms and Documents’ page.

13/07/2026

Simon Mawhinney was recently invited to share his views with Livewire's James Marlay, covering market dislocation, concentration, CGT changes, and where Allan Gray is seeing opportunities right now. Watch now.

Contrarian stock picker Simon Mawhinney says price insensitive market participants are creating 'good deals' for patient investors.

18/06/2026

Australia's superannuation performance test has created a structural capital allocation distortion with real economic consequences. Our analysis and reform proposals are now before government - read more in the AFR’s Chanticleer column.

Forget SpaceX, the biggest issue in Australian markets is the way the top-10 stocks are running away from the rest.

10/06/2026

In a recent interview on the Everyday Investor podcast, host Darcy Ungaro spoke with our own Chris Hestelow. In this wide-ranging conversation, they discussed the evolution of passive investing and examined a question of growing relevance: does passive still deliver genuine diversification? Listen to the episode below.

Chris Hestelow, Investment Specialist at Allan Gray, talks to me about the 'Passive vs Active' debate, AI concentration risks in index funds, and reflexivity...