Alec Cutler

Alec Cutler

Alec joined Orbis in 2004. He is a member of the Bermuda-based Multi-Asset Investment team and is responsible for the Orbis Global Balanced Strategy. Alec holds a Bachelor of Science (Honours) degree in Naval Architecture from the United States Naval Academy and a Master of Business Administration from The Wharton School of the University of Pennsylvania. He is also a CFA® charterholder.

Articles by Alec Cutler

Insights categories - Offshore investing

Orbis Global Balanced: Investing through the cycles

By Alec Cutler on 04 May 2023

Reading time: 11 mins

History seemingly often repeats itself, but it might be dangerous to assume that the investing landscape over the next 20 years will be similar to that of th...

Insights categories - Offshore investing

Regime change and the rise of the stockpicker

By Alec Cutler on 11 Apr 2023

Viewing time: 4 mins

Alec Cutler chats to Bloomberg’s Merryn Somerset Webb about the impact of central bank and government intervention, the future of inflation and why being a...

Insights categories - Offshore investing

Orbis Global Balanced: Beware the Great and Powerful Dollar

By Alec Cutler on 27 Oct 2022

Reading time: 9 mins

The US dollar has rallied significantly over the course of this year, leaving other currencies in its wake. Alec Cutler, from our offshore partner, Orbis,...

Insights categories - Offshore investing

Orbis investment update: Risks in the real world

By Alec Cutler and Rob Perrone on 03 Jun 2022

Viewing time: 27 min

Alec Cutler and Rob Perrone, from our offshore partner, Orbis, discuss the real risks the world is facing and the attractive investment opportunities Orbis h...

Insights categories - Offshore investing

Orbis Global Balanced: Russia-Ukraine conflict accelerates market shifts

By Alec Cutler on 26 Apr 2022

Reading time: 13 mins

Russia’s invasion of Ukraine is a painful reminder that there is more to life than markets, and our concern goes out to the people suffering. As investors, o...

Insights categories - Offshore investing

Orbis Global Balanced Fund: A tour of the portfolio

By Alec Cutler on 01 Apr 2021

Viewing time: 58 mins

After the extraordinary performance of 2020, global stock and bond markets both appear unusually expensive. From this starting point, long-term returns for...

Insights categories - Offshore investing

Orbis: Finding an edge in tech

By Alec Cutler on 16 Oct 2020

Reading time: 11 mins

The future of society and technology requires ever-increasing connectivity, data speeds, and computational power, and those improvements depend on ever more...

Insights categories - Offshore investing

Orbis: Keeping a clear head during the COVID chaos

By Alec Cutler on 08 May 2020

Reading time: 7 mins

2020 has proven to be a year of many firsts, for all the wrong reasons, resulting in much uncertainty. Presenting to clients via Zoom webinar, Alec Cutler,...

Insights categories - Offshore investing

Orbis: Hunting for value

By Alec Cutler on 29 Apr 2019

Reading time: 10 mins

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...

Insights categories - Offshore investing

Orbis: How to balance risk and return in the current environment

By Alec Cutler on 30 Jun 2018

Reading time: 10 mins

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,...

Insights categories - Offshore investing

Cloudy crystal ball

By Alec Cutler on 18 Jun 2018

Reading time: 6 mins

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...

Insights categories - Offshore investing

Allan Gray-Orbis Global Fund of Funds update: Balancing risk and return

By Alec Cutler and Ashley Lynn on 22 May 2018

Reading time: 4 mins

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...

Insights categories - Offshore investing

Global perspective: Do value shares deserve to be this cheap?

By Alec Cutler on 31 Dec 2016

Reading time: 7 mins

The Orbis Global Balanced Fund aims to balance capital appreciation and income generation with the associated risk of its investments. These objectives...

Insights categories - Offshore investing

Orbis Global Balanced Fund: Balancing risk and reward

By Alec Cutler on 30 Jun 2014

Reading time: 8 mins

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...

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