Alex Bowles

Alex joined Orbis in 2011 and is based in London. He co-leads the Japan Investment team and directs client capital in the Orbis Japan Equity and Orbis Optimal strategies. He holds a Bachelor of Arts (Honours) degree in Economics from the University of Cambridge, a Master of Science degree in Finance from the London School of Economics and is a CFA® charterholder.

Articles by Alex Bowles

Insights categories - Offshore investing

Orbis Japan Equity: Finding opportunity beyond the AI trade

By Alex Bowles and Brett Moshal on 10 Jul 2026

Reading time: 4 mins

A surge in enthusiasm for AI-related companies has created an unusually narrow Japanese equity market, with a small group of stocks driving a disproportionat...

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