INVESTING MASTERCLASS with Allan Gray

I Interviewed Cedrick Pila, Regional Manager, Allan Gray.
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Jump around this video here:
0:00 Introduction
0:47 About Allan Gray
2:39 What differentiates Allan Gray
4:34 Investment philosophy
8:57 Range of funds
9:51 Allan Gray Equity Fund
10:38 Allan Gray Balanced Fund
11:31 Allan Gray Stable Fund
12:18 Allan Gray Money Market Fund
14:38 Orbis range of funds
18:15 Local vs global equities
20:22 Ballot fund changes
24:53 Investment opportunities and risks
29:46 China in focus

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