Buying shares when they are out of favour and selling them when they become popular is simple to describe but requires discipline and patience to practise.

contrariandisciplineAllan Gray company founding principles, 1974

The only way to achieve returns meaningfully different from the market is to make investments meaningfully different from the market.

active-investingcontrarianAllan Gray investor communications, 2005

We do not view volatility as risk. Risk is the probability of a permanent loss of capital.

riskvalue-investingAllan Gray fund commentary, 2008

Short-term underperformance is the price we pay for the prospect of long-term outperformance. We accept it willingly.

long-termpatienceAllan Gray annual investor letter, 2013

The investor who chases recent performance is almost always buying at the wrong time and selling at the wrong time.

behavioural-financeinvestingAllan Gray investor education materials, 2010