Allan Gray's Duncan Artus: Why I love MultiChoice - plus gold shares, Naspers and Tongaat

Duncan Artus, one of the key portfolio managers and director at Allan Gray, is celebrating a decision to make hay while the foreign dumping of MultiChoice was happening - delivering a quick 30% return for his investors. So strong has been Allan Gray's purchasing that the firm is now MultiChoice's second largest shareholder. On Rational Radio this week Duncan spoke about why we South African radio stations should be quoting Naspers rather than the gold price; admitted to holding about 6% of Tongaat when the company crashed; and shared what he thinks will be the JSE's winners during the next year.