Are current market conditions good for stock pickers

Topic: “Are current market conditions good for stock pickers?”
As requested, I will talk about Allan Gray’s philosophy and funds, do a quick economic update and touch on the risks and investment opportunities
we are identifying locally and globally. I will keep it conversational and stick to an informal “presentation” with max 20 minutes.

Short bio:
Lise-Mari was recently appointed as Head of the Manco Distribution team.
Prior to that she worked as an Investment Specialist servicing advisers supporting the Allan Gray funds through third party platforms.
She joined Allan Gray in 2008 after completing her Honours Degree in Financial Risk Management at Stellenbosch University. Lise-Mari is a certified financial planner.

 

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