Allan Gray The Allan Gray Podcast

38. Beyond the hit rate: Making the best investment ideas count

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Successful investing is often associated with making perfect decisions, yet even the most accomplished investors can be wrong from time to time. Long-term investment outcomes are driven less by perfection and more by ensuring that the best ideas are backed with conviction and given enough time to influence long-term returns.

In the latest episode of The Allan Gray Podcast, Mica Townsend, a specialist in our ManCo Distribution team, is joined by Allan Gray portfolio manager Tim Acker to discuss how position sizing shapes investment outcomes. Drawing on reflections across a range of our portfolio holdings, from AB InBev and Investec to Naspers and Prosus, they explore why managing downside risk, allocating capital to the most promising ideas and disciplined decision-making may matter more than achieving a perfect hit rate.
18 Aug English South Africa Business · Investing

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