Articles by Alec Cutler
Orbis: Hunting for value
Buying cheap stocks and selling them for a profit sounds like a reasonable way to make money. But there’s a bit more to it when it comes to the way we invest...
Orbis: How to balance risk and return in the current environment
As we look at opportunities around the world, one thing seems clear – it is no time to be a hero. According to Alec Cutler, from our offshore partner, Orbis,...
Cloudy crystal ball
Two years ago, our crystal ball was cloudy. Shares and commodity prices suffered a rout in early 2016, and markets were concerned that economies around the...
Allan Gray-Orbis Global Fund of Funds update: Balancing risk and return
A large portion of the Allan Gray Orbis Global Fund of Funds (the Fund) is invested in the Orbis Global Balanced Fund. But what is a “balanced fund”? The...
Global perspective: Do value shares deserve to be this cheap?
The Orbis Global Balanced Fund aims to balance capital appreciation and income generation with the associated risk of its investments. These objectives...
Orbis Global Balanced Fund: Balancing risk and reward
Orbis has launched a new global multi-asset fund – the Orbis Global Balanced Fund. The Fund has been registered for marketing in South Africa and is now...