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'Long-term investing: 4 years'

Mar 23 2009 12:42 Michael Hamlyn

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Cape Town - Noting that markets can be volatile over the short term, and investors are often encouraged to invest for the long term, Greg Fury, chief operating officer of Allan Gray, says a four-year view informs every share investment at his company.

"We tend to invest in stocks that are out of favour and, as a result, are trading at prices significantly below our assessment of the company's intrinsic value," he said on Monday.

"The four-year investment horizon typically allows sufficient time for an undervalued asset to return to fair value as the market recognises its earlier, irrational pessimism."

Fury says that taking a four-year view when investing doesn't necessarily mean Allan Gray will hold every stock for four years. "The price of a stock can change daily, even hourly. If it suddenly goes up substantially, and in our assessment it's trading at fair value, we might sell immediately and use the proceeds to invest in our next best idea," he said.

"While there have been a few times in our history when portfolio turnover is a bit higher, our average holding period is almost always longer than four years."

- I-Net Bridge

 
 
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