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DEAR PEET

PLEASE JOIN US
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AT OUR ANNUAL, IN-PERSON INVESTMENT AND BUSINESS UPDATE, THE TIMES
WITH ALLAN GRAY.

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THIS YEAR'S EVENT WILL INCLUDE SPECIAL GUEST, AWARD-WINNING JOURNALIST
AND POLITICAL COMMENTATOR JUSTICE MALALA. He will share insight into
how the local elections are likely to shift South Africa's political
landscape and what it may mean for all of us, as our democracy turns
30. 

Inspired by the role that time plays in investing, we have given this
event a new identity. Time is essential. As we move through market
cycles, the investment universe is shaped by the times we live in.
Moreover, our long-term track record reflects the importance of
remaining convicted for long periods of time and seeing investment
ideas through. 

We invite you to spend some quality time with us as we explore the
times in which we live, and the trends impacting markets and your
investments. 

We know that risks seem heightened in the current environment. Key
news events amplify our awareness of change but, in truth, change and
uncertainty are ever-present. Political dynamics are in a constant
state of flux, economies expand and contract, new technology renders
older technology obsolete, trends emerge and fads fade. 

2024 is no different:

 	* An estimated four billion people are eligible to vote in national
elections around the world.
 	* Central banks are likely to continue tinkering with interest rates
to manage sticky global inflation and fulfil their economic mandates.
 	* Investments in artificial intelligence may unlock new
opportunities, solve existing problems and create new problems we have
not anticipated.

TIMES CHANGE, BUT OUR CORE OBJECTIVE REMAINS THE SAME. 

At this year's The Times, we will discuss how we position our client
portfolios to navigate the risks and weather a range of potential
outcomes. We will also share insight into where we are finding
investment opportunities amidst the noise. Our colleagues from our
offshore partner, Orbis, will broaden the conversation as they explore
the key themes that are shaping the global opportunity set for active,
valuation-oriented investors. 

While our discussions will focus on the current times, we will also
draw on lessons learned from the past, while remaining firmly focused
on the long-term outlook. 

You can RSVP for the event below. 

Note that capacity is limited and registration is essential.

JOIN US

 		George

 		Gqeberha

 		Durban

 		Bloemfontein

 		Johannesburg

 		Pretoria

 		Cape Town

 		 Mon, 13 May 

 		 Tue, 14 May 

 		 Thu, 16 May 

 		 Mon, 20 May 

 		 Tue, 21 May 

 		 Thu, 23 May 

 		 Tue, 04 Jun 

 		 14:30 - 16:50 

 		 12:15 - 14:35 

 		 10:15 - 12:35 

 		 10:15 - 12:35 

 		 10:15 - 12:35 

 		 10:15 - 12:35 

 		 10:15 - 12:35 

George
Mon, 13 May: 14:30 - 16:50

Gqeberha
Tue, 14 May: 12:15 - 14:35

Durban
Thu, 16 May: 10:15 - 12:35

Bloemfontein
Mon, 20 May: 10:15 - 12:35

Johannesburg
Tue, 21 May: 10:15 - 12:35

Pretoria
Thu, 23 May: 10:15 - 12:35

Cape Town
Tue, 04 Jun: 10:15 - 12:35

 		   

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